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Articles tagged as "Tax-free investment"

Insights categories - Personal investing

The three essentials of estate planning

By Felicia Hlophe on 13 Sep 2024

Reading time: 5 mins

Dying without having a valid will in place is a sure recipe for family conflict. Yet, according to statistics from the High Court, 85% of South Africans don'...

Insights categories - Personal investing

Tap into tax benefits this February

By Carla Rossouw on 01 Feb 2024

Reading time: 15 mins

The end of the tax year in February presents an opportunity to evaluate the tax efficiency of your financial plan. With many competing financial priorities i...

Insights categories - Personal investing

How not to be a ‘financial nihilist’

By Nomi Bodlani on 20 Jul 2022

Reading time: 6 mins

According to an article recently published in The New York Times, there is a new phenomenon gaining momentum: Disillusioned by the current state of the...

Insights categories - Personal investing

Unpacking saving and investing

By Cedrick Pila on 28 Jul 2021

Viewing time: 1 min

Saving and investing are both important ingredients for building a sound financial foundation, but they are not the same thing. They have different purposes...

Insights categories - Personal investing

Make the most of your tax benefits

By Carla Rossouw on 29 Jan 2020

Reading time: 2 mins

The South African Revenue Service (SARS) has put several tax incentives in place to encourage us to save more for our retirement and other long-term goals. Y...

Insights categories - Personal investing

PART 3: What are the best investment options for education savings?

By Saleem Sonday on 16 Jul 2019

Reading time: 9 mins

With the cost of education soaring, relying purely on your salary to finance your children’s education is becoming increasingly difficult. Consider saving fo...

Insights categories - Personal investing

CASE STUDY 1: Investing to pay school fees upfront for the year

By Saleem Sonday on 16 Jul 2019

Reading time: 3 mins

A Johannesburg mother saves on fees by taking advantage of the discount offered by some schools to settle the year’s fees in full at the beginning of the yea...

Insights categories - Retirement

Planning for retirement in the gig economy

By Tamryn Lamb on 21 Jun 2019

Reading time: 9 mins

Millennials are revolutionising the way we work as they embrace the flexibility and independence of the gig economy, but what does this mean for their...

Insights categories - Personal investing

How you can influence your investment outcomes

By Lettie Mzwinila on 16 Apr 2019

Reading time: 6 mins

After an undeniably tough 2018, the local market staged a turnaround during the first quarter. But the atmosphere in the country is blowing hot and cold: As...

Insights categories - Retirement

How to prevent a financial day zero

By Belinda Carbutt on 12 Nov 2018

Reading time: 6 mins

Over the past year, Western Cape residents have had to envisage a future without running water and adapt their lifestyles accordingly. They have rallied...

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