Welcome to our update for the first quarter of 2019, which reflects a healthy recovery in local and offshore equity markets, following the downturn in the last quarter of 2018. The performance of the market over this period vindicates our approach of focusing heavily offshore, investing in quality funds and assets, and remaining invested in the…
A question that is often raised in estate planning is what to do about an inheritance left to children. While the definition of a child in the legal sense refers to the age of majority, being the age of 18 in terms of the Children’s Act, when we talk of children in the estate planning…
In my previous article in this series, I explored how retirement funding can help you to optimise your tax efficiency while enabling you to save for the future. In this article, I shall examine the role of living annuities as a tax-efficient vehicle for conserving capital and generating income during your retirement years
In my previous article in this series, I looked at the role of investment styles in how asset management firms pick stocks and shares. I also delved into the pros and cons of the value investment style. In this article, I’ll briefly look at some of the other popular investment styles.
