MyPlan Financial Planning Solutions
MyPlan Financial Planning Solutions
Journal
2511, 2021

The many functions of an estate plan

Nov 25th, 2021|Estate, Trusts, Wills|

A person’s estate is made up of all the assets and liabilities they’ve accumulated during their lifetime and, although estate planning is often perceived as something performed in preparation for death, the reality is estate planning to a large extent involves the optimal structuring and managing of your assets [.....]

1611, 2021

Key decisions to be made at retirement

Nov 16th, 2021|At-Retirement Planning, For Retirement, Investing, Retirement|

The stress that inevitably comes with formal retirement is often exacerbated by the sheer number and complexity of critical decisions that need to be made at the start of this life stage. Importantly, none of the decisions can be made in isolation as they are all inter-connected and form [.....]

2610, 2021

Preservation Funds: Pre-Retirement Investment Vehicles

Oct 26th, 2021|For Retirement, Investing, Pre-Retirement Planning, Retirement|

Preservation funds are specifically designed to preserve accumulated capital which is intended for retirement and make an attractive option for those leaving employment through retrenchment, resignation, or dismissal. However, preservation funds have some unique features and it is, therefore, important to fully understand how they work before opting for [.....]

1910, 2021

Choosing a Living Annuity: What you need to know

Oct 19th, 2021|Investing|

Before purchasing a living annuity, it is important to fully understand what you are signing up for. When retiring from your pension, provident, preservation or retirement annuity fund, legislation requires that you use at least two-thirds of your investment to purchase an annuity income, which is effectively a pension [.....]

2009, 2021

Different ways you can save for education

Sep 20th, 2021|For Education, Investing|

From unit trusts to tax free plans, here are the different ways for families to save for education. In today’s modern world, you’re faced with multiple options when it comes to saving for your child’s schooling and tertiary education. One of the best ways to save is by investing [.....]

1009, 2021

Trusts in the current South African environment

Sep 10th, 2021|Estate, Trusts|

A trust can be described as a legal relationship that’s created when one person (known as the founder, donor or settlor) places assets under the control of another (known as the trustee). This can happen during the founder’s lifetime (through an inter-vivos trust) or on the founder’s death (through a testamentary [.....]

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