Stories By Shameer Chothia
Retirement
Emergency regulation changes to your pension income – Living Annuities
Jun 3, 2020The minister of finance recently published regulations around certain COVID 19 relief for living annuity policy...
My Investments
Do you know the value of money? – Rule of 72
May 12, 2020As time goes by, the value of money changes depending on the rate of inflation that...
Legacy
Family Business: Succession planning
May 1, 2020One of the most important aspects in any business is succession planning. But when it comes...
Bitcoin
What happens to your crypto currency when you die?
Apr 22, 2020Crypto currencies, in general, are often seen as a secret investment in South Africa due to...
Legal matters
Power of attorney – Key concepts
Apr 15, 2020What is a power of attorney? We often hear the term ‘Power of attorney’ being thrown...
Legal matters
Power of attorney – Mentally unfit persons
Apr 15, 2020In Power of attorney- Key concepts we explained what a power of attorney is and some...
Investing
What to do (and not to do) after a market crash – Retirement investing
Apr 8, 2020The current market conditions both locally and globally have been quite disastrous to say the least....
Household Finance
Budget Speech 2020 – Key take aways for you
Feb 26, 2020On 26 February 2020, Finance Minister Tito Mboweni gave the much anticipated budget speech. Some of...
My Goals
Living Annuity vs Life Annuity
Feb 26, 2020At retirement, a person is often faced with a difficult decision: What type of annuity should...
My Insurance
The mystery of underwriting – what exactly is it?
Feb 14, 2020You may have heard the term ‘underwriting’ at one point or another. In the context of...
My Insurance
Insurance – Luxury or Necessity?
Feb 10, 2020Insurance is often a very touchy subject, depending on who you speak to. There are always...
My Goals
Retirement – will you retire comfortably?
Jan 29, 2020Retirement is often something that people think very little about. We want to enjoy the here...
Legacy
Estate Duty – Taxes even in death
Jan 29, 2020What is Estate Duty? Let us begin with some simple definitions Estate: Your estate is a...
Wisdom
Financial tips for the new year!
Jan 14, 2020Starting a new year is fun and exciting with lots of hope and prospects! However, financially,...
Legacy
Trusts – What you need to know
Jan 14, 2020A trust is an estate planning tool formed with the intention of benefiting certain parties (beneficiaries)....
My Investments
Transfer duty
Nov 11, 2019Transfer duty is a tax that you would pay when buying a property. The transfer duty...
Living
What your basic budget should contain
Oct 8, 2019It goes without saying that having a budget is the basic foundation of good financial management....
My Goals
Budget: The importance of preparing your monthly budget
Sep 23, 2019A budget reflects the spending habits of your household. By drafting a monthly budget, you will...
My Investments
What is Capital Gains Tax?
Sep 15, 2019If you are thinking of making an investment, or selling an asset you own, Capital Gains...
Legacy
Appointing an executor to your estate – What to consider
Aug 15, 2019One of the most important decisions that a person can make when drafting their will is...
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