November 24, 2025

The ‘Big Three’ Tax Worries (Part 3): Property

Rounding up our series on the three main worries for taxpayers, we discuss property. So, you now know how to claim your car expenses on your […]
November 24, 2025

Review Your Medical Aid and Secure the Right Cover for 2026

Every year between October and December, South African medical schemes release their premium increases and adjust their benefit structures for the coming year. While these announcements […]
November 24, 2025

Set-Off of Assessed Losses, and Ring-Fencing

Unless you’re at the 45% marginal tax rate, most losses can be set off against other income. If a person is not at the maximum marginal […]
November 24, 2025

Time Is, Indeed, Money!

How to make time work for your money. It’s often said that time is money, and when it comes to your finances, that’s absolutely true. The […]
November 3, 2025

The ‘Big Three’ Tax Worries (Part 2): Shares

In the second part of this series, we focus on shares. If claiming against our car allowances is the number one thing that keeps us awake […]
November 3, 2025

CGT and Unit Trusts: When Are You Liable?

What are the Capital Gains Tax implications of investing in unit trusts? Unit trusts, or collective investments to give them their proper name, have long been […]
November 3, 2025

Have a Little R.E.S.P.E.C.T for My Wishes

Your will gives you the final say – even after you’re gone. A Michigan court has ruled that a handwritten document from 2014 is Aretha Franklin’s […]
October 13, 2025

Rethinking Retirement Investment Risk

Why getting aggressive with your pension portfolio pays off. As retirement approaches, many people reduce their risk profile by shifting their pension investments to more conservative […]
October 13, 2025

Downsizing for Retirement: Making the Move That Makes Sense

Less space. More freedom. As retirement approaches or the kids move out, many homeowners start to rethink their living space. Downsizing isn’t just about getting a […]
October 13, 2025

Banking Fraud and Estate Administration – The Case That Put Banks on Notice

In a landmark judgment delivered by the Western Cape High Court recently, the court made it clear that banks cannot escape liability when they pay estate […]
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