Spouses need to review their finances

Last month the Davis Tax Committee (DTC) issued an update on its tax recommendations especially around so-called “death taxes”. Some of the key recommendations are to remove estate duty, donations tax and capital gains tax exemptions between spouses yet substantially increase the value of an estate before estate duty is payable. The implications for estate […]

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Is your family on track for retirement?

2015 is around the corner. The start of a year should ignite refreshing ideas and commitment to goals and challenges for the year ahead…. This generally entails the next 12 months and what one would like to achieve from a health, work or social perspective. More often than not, however, our financial goals go unnoticed, […]

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Moving down the property ladder

Five Signs that it’s time to move down the property ladder….. We usually think of people moving up the property ladder – from their first small flat to a town-house and then to a family home. And with the growing trend to multigenerational living and the need for extra space to accommodate adult children or […]

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