Beware of “Magic Wand” Solutions

ESTATE & TAX PLANNING By Samuel Rossouw 6 September 2025 Imagine a magic wand that could ease your worries about capital gains and estate duties, unlock liquidity in your estate, and still deliver solid investment returns. In this context, liquidity refers to investment products that can be quickly converted into cash. If you browse the […]

Tax and your trust

Sinking fund may be a solution in some cases By Elmie de Jager 29/10/2022 It is becoming more and more of a challenge to create wealth in a trust without having to part with a large portion of it, to the benefit of SARS. By accumulating assets in a trust, you avoid, among other things, […]

Manage your tax affairs

Manage your tax affairs A living annuity can have significant tax benefits for some individuals By Elmie de Jager 22/2/2020 A few weeks ago, my colleague wrote about annuities and where it fits into one’s planning. When it comes to living annuities, people think of it as being the darker side of retirement annuities, where […]