Latest Article

May72026

What if You Live Longer Than You Thought You Would?

Retirement Planning

We spend our whole lives planning for retirement. While nurturing our nest egg, we worry about short-term risks. Things like wars, elections, interest rates, leaking roofs and tax breaks.
But how many of us stop to consider the prospect of living to 90 or 100? People are living longer than ever before. But most of us don’t pay enough attention to longevity when planning for retirement. Read on for some tips on how to have a long and happy retirement.

Read more
View allBehavioural FinanceBusinessComplianceCryptoEconomyEstate PlanningFinancial PlanningGeneral InterestInvestingLife InsuranceLong Term InsuranceMarket UpdateMarkets & economyNewslettersRetirementRetirement PlanningSaving & InvestingtaxUncategorizedUnderstanding the MarketsWillsWills and Estate Planning
Aug192021
Markets & economyNewsletters

Understand the new rules around citizenship, exchange control and tax residency (By: Allan Gray)

Markets & economy, Newsletters

The concept of “emigration”, as recognised by the Financial Surveillance Department of the South African Reserve Bank (SARB), has been phased out, with effect 1 March 2021. National Treasury has indicated that the reason for this regulatory change is “to encourage South Africans to keep their ties with the country”. The phasing out of emigration…

Read article
Subscribe to our newsletter