How trusts preserve generational wealth

The estate duty savings are compounded over several generations Articles on trusts are often aimed at settlors or donors to highlight the benefit of trusts and the role they play in estate planning at the ‘first-generation’ level.  In this article, the author aims to illustrate to second-generation beneficiaries the effect of the decisions their parents […]

The 2019 Tax Season is here

The 2019 tax season officially started on 1 July 2019. Different filing periods apply, depending on the way a taxpayer chooses to submit their return: Taxpayers who use e-filing to submit their returns have from 1 July 2019 until 4 December 2019. Provisional taxpayers have until 31 January 2020. Taxpayers who prefer to visit a […]

A SAVINGS RESOLUTION TO STICK TO

At the beginning of every year we always have the best intentions when it comes to financial new years resolutions. We have every intention to keep them and get more serious about our finances. However, we often get lost in that we struggle to find practical solutions on how to  do this and take control. […]