Taxation

How does the 2022 National Budget Influence my Personal Finances?

As was expected, the Budget was not filled with any major shocks, with the only surprise being that tax revenue exceeded expectations and no increase in petrol levy. The extra revenue took off the pressure of possible further tax rate hikes, but the cost of government especially the social grants and public sector wage bill …

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Financial Year End: Tax Planning

The financial year end in February is approaching, and it is time to review your current financial situation and optimize the tax breaks granted to you. The following options are available: Retirement Annuities:One of the most effective tools in tax planning is Retirement Annuities (RA’s). You can benefit from the following significant tax benefits: The …

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Tax Reduction strategies to help your portfolio during a crisis.

During times of crisis, as with Covid – 19, there will be a lot of fluctuations in the markets and will directly influence your investment returns. Rather than to panic during times like these, it is important to focus on your long term financial goals and on what you can control. While you can’t control …

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Budget: Are we finally heading in the right direction?

In South Africa we are used to surprises, whether it is the Zondo commission findings or ESKOM’s  Stage 6 load shedding. What we are not used to is pleasant Budget surprises from the Minister of Finance. Most analyst budget expectations was the following: Increase in VAT rate Change in capital gains inclusion rate No relief …

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Wealth Management beyond SA – 27 February 2020

From 2020 onward we will be hosting intimate gatherings to discuss relevant topics.  On Thursday, the 27th of February we would like to invite you to join us for drinks and canapes after work while we discuss Wealth Management Beyond South Africa.  We are going to discuss Offshore Investments and Expat tax in more details.  …

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