Feel free to enjoy my weekly columns as published in The Daily Maverick

140 - Situs tax: a potential thorn in the side if you're not careful
1 min read

140 - Situs tax: a potential thorn in the side if you're not careful

With many investors now adopting a more optimal approach with their investment strategy by having money offshore, an important thing to take note of is "situs tax". Let's take some time and discuss what it means, what implications it can have, and how it can be worked around with some careful consideration.

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137 - Spreading your wealth across various asset classes
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137 - Spreading your wealth across various asset classes

We've all heard of "not keeping all of your eggs in one basket", but is there any merit to it? If the single basket falls and the eggs inside break, you'd have no backup. Similarly, from a financial perspective, if your wealth is concentrated in a single investment space, any trouble in the waters could be devastating.

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130 - Review your finances regularly, but be wary of ill intentions
1 min read

130 - Review your finances regularly, but be wary of ill intentions

It's always a good idea to review your finances on a regular basis with your financial adviser, but unfortunately for some people, what seems like a good rendering of services could just be a facade. Let's sit down and have a quick discussion for warning signs to look out for and what little things you can do to ensure your own financial health in tandem with your adviser.

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124 - Discussing the implications of dementia on your finances
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124 - Discussing the implications of dementia on your finances

With countless studies showing exponentially growing numbers of dementia and related syndrome cases popping up worldwide, it's time to face the music. Let's address this cerebral killer and the impact it can have on your (and possibly your heirs') financial wellbeing.

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88 - Set up a separate entity for your business to keep it running after you’re gone
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88 - Set up a separate entity for your business to keep it running after you’re gone

Owning and running your own business can be one of the most rewarding yet challenging experiences that anyone can face. It is however important to have a plan in place that your business can continue to function and provide for your family should you pass away.

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72 - Reap the tax benefits of a carefully constructed succession plan
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72 - Reap the tax benefits of a carefully constructed succession plan

Running a business can be one of the most rewarding experiences, but should you want to step away from the business or retire you need a succession plan in place to pass the torch on to the next person while still extracting benefit. Let's address some of the things you need to put in place for this to be successful.

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70 - How to create a succession plan for your family business
2 min read

70 - How to create a succession plan for your family business

A family business is often a labour of love, and when the time comes for younger blood to take over the steers the owners can be a bit overwhelmed by the multitude of tax liabilities. Let's take some time and discuss what could lie ahead, and ways to navigate it.

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