When I die, will my share portfolio be transferred to my wife’s name?
Or will the executor of my estate have to sell the shares?
View ArticleShould you include a living trust in your estate plan?
Gareth Collier of Crue Invest details the attraction of these trusts and how to determine whether having one would be right for you.
View ArticleA holistic approach to financial planning
The importance of the Global Financial Planning Standards.
View ArticleProtecting consumers from confusion
We have the regulations, but do they work? We need collective and concerted efforts toward financial education, financial inclusion and financial empowerment.
View ArticleAny upside to withdrawing a third of your savings on retirement?
The funds could be used to create or add to liquidity in your investment portfolio, but any decision should be carefully thought through.
View ArticleDo well-diversified portfolios translate to consistent returns?
The short answer is no, since a fund manager’s investment style will influence their stock selections.
View ArticleWhat happens to a living annuity if there is no will?
Two advisors answer this reader's question.
View ArticleWill my SA will deal with my offshore share portfolio?
It will depend on whether you have externalised money using your foreign allowance or if the portfolio is registered in SA.
View ArticleShould my mom preserve her retirement fund until she reinvests it in a living...
She wants one third of the fund as a capital payout when she turns 55 and a living annuity at 60.
View ArticleHow do living annuities work?
Devon Card of Crue Invest explores the various options available for income withdrawals and asset allocation within these vehicles and offers tips on how to navigate market volatility, longevity risks,...
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