August 31, 2023

Insurance solutions women need to mitigate the ‘what-ifs’

While the role of women in society continues to evolve, so does the need for them to be exposed to financial planning resources that will allow them to fend for and protect their families accordingly.
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August 31, 2023

How Ukheshe is elevating fintech through partnerships that drive innovation and growth

While it may seem noble to forge your own path, in the business world, statistics show that two heads are indeed better than one. Strategic partnerships are a catalyst for growth, and the tech world is no different.
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August 31, 2023

New research to help clients understand living annuity drawdown rates

A new white paper on living annuities and the impact of drawdown rates, based on a study of 20 000 anonymous living annuitants, has been published by retirement income specialist Just SA.
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August 31, 2023

Trusts remain an effective family financial planning tool, despite stricter tax controls

Despite having fallen out of favour in recent years due to the implementation of stricter measures to prevent tax avoidance, trusts are still one of the most effective estate planning tools for families, even more so when you take family pricing into consideration.
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August 31, 2023

Offshoring entrepreneurial ventures: get your IP strategy right

Ralph Wichtmann, Managing Director at Sovereign Trust provides some insight on how best South African entrepreneurs and businesses can navigate strict exchange control regulations in place governing the sale or assignment of IP to non-residents when looking to register their IP offshore.
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August 24, 2023

Protecting the inheritance of your minor children must be a priority

Whilst many of us are aware of the importance of a Will, have you ever wondered what happens if you die without a valid will in place or what will happen to the inheritance of your minor children or beneficiaries who might not be able to manage their own affairs?
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