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Offshore and Local Investing Investment News from South Africa and around the world

Tax Free Savings Plan

14 May, 2015

For those of us who enjoy a freebie, here is one which you should consider despite the maximum investment limits being relatively small The Treasury announced the launch of its Tax Free Savings … [Read more...]

Filed Under: Blog

Retiring this year?

20 April, 2015

If you are reaching your retirement age later this year, you will be faced with various decisions which could influence the rest of your life. A few of these decisions are: Do I have the option … [Read more...]

Filed Under: Blog

Foreign Capital Allowance Increases and Curbs on the use of Retirement Annuities to Reduce Estate Duty later in life

4 March, 2015

The R4 million which South African taxpayers are allowed to invest offshore in your lifetime will be increased to R10 million per taxpayer or R20 million per family in terms of the Budget … [Read more...]

Filed Under: Blog

Teach your kids about money

2 February, 2015

TEACH YOUR KIDS ABOUT MONEY Here are a few tips to help you teach your kids how to manage their money – by setting a good example ourselves Having a household budget and a financial plan, with the … [Read more...]

Filed Under: Blog

What will the equity markets produce for us this year?

22 January, 2015

An increasingly “nervous” international investment environment this year will lead to political risk becoming an even more important factor to consider in 2015. This is because analysts and investors … [Read more...]

Filed Under: Blog

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