Investment Planning

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Trusts – friend or foe?

By |2017-04-12T10:40:11+02:00Apr 12th, 2017|Estate Planning, Financial Planning, Investment Planning, Retirement Planning, Tax Planning|

The 2017/8 budget speech and the concomitant amendments to the Income Tax Act contained a series of unpleasant changes for the law abiding South African taxpayer. It ranged from fiscal drag to the introduction of the new Section 7 C and the draconian 45% tax rate now imposed on the super earners – and all [...]

Will we pay more tax in the new year?

By |2017-04-13T07:21:07+02:00Dec 13th, 2016|Estate Planning, Financial Planning, Investment Planning, Medical Aid, Retirement Planning, Risk Planning, Tax Planning|

South Africans are collectively holding their breaths for further tax hikes when finance minister Pravin Gordhan delivers his 2016 Budget Speech. In the 2015 Budget Speech, former finance minister, Nhlanhla Nene, increased personal income tax for all taxpayers earning more than R181900 a year. He also announced an increase in the general fuel levy of [...]