The year 2015 will certainly be remembered as one of change, uncertainty and volatility.
As we proceed into the New Year, we would like to take the opportunity to thank all of our clients for the continued support and wish you the very best for 2016.
Advice from the financial team – January 2016 Read More »
Having a Buy and Sell Agreement in place is essential for both succession and estate planning. In the event of you or one of your business owners passing away or becoming disabled, it is vital to ensure the continuity of the business and to provide reassurance that the wealth locked-in to the business can be enjoyed by the affected family.
Business Continuity Read More »
For some time we have mentioned that market valuations have been elevated, not only in South Africa, but also in other parts of the world following the rise in prices. Although many investment specialists alluded to some form of market correction at some point, the volatility over the past few months has made investors somewhat uneasy.
Advice from the financial team – October 2015 Read More »
As we commence with the second half of 2015, we reflect on the past 6 months in which global uncertainty and volatility have remained the norm. Global growth has disappointed, especially, but not surprisingly in oil exporters and forecasts continue to be revised downwards.
Advice from the financial team – July 2015 Read More »
Over the past few months we have been made aware of various fraudulent attempts made on investor’s investment accounts in South Africa. With email hacking on the rise, we have processes in place to ensure that our client’s investments are protected; however the modus operandi of these fraudsters does continue to evolve; as a result we ask for your assistance in preventing these attempts.
INVESTMENT FRAUD ALERT Read More »
The recently announced new tax agreement with Mauritius is aimed at preventing tax avoidance and/or evasion by multinational corporations and will apply from 1 January 2016.
The treaty introduces Capital Gains Tax (where the disposed investments derive more than 50% of their value from immovable property) and will levy tax on interest (10%) and royalties earned (5%). The two countries aim to work together to determine the tax status of mutual companies and trusts and work together to collect outstanding taxes.
New Tax Treaty with Mauritius Read More »
As we have begun the second quarter of 2015, the outlook across Global Markets remains uncertain.
Although we have seen a significant recovery in local equities since 2009, over the past 24 months equity managers have become increasingly
Advice from the financial team – April 2015 Read More »
As the volatile and uncertain 2014 has drawn to a close, we would like to take this opportunity to thank all of our clients for your continued support.
Advice from the financial team – January 2015 Read More »
Independent Wealth Managers (Pty) Ltd
Directors: M I Attridge, G W Hill
Reg no: 2003/023709/07
VAT Number: 4830208494
Authorised Financial Services Provider 3145
Independent Wealth Managers
(Advisory) (Pty) Ltd
Directors: M I Attridge, G W Hill,
S B Matthews, J K von Mollendorff
Reg no: 2008/014780/07
VAT Number: 4870257682