As part of our mini-series titled the ‘South African Shorts’, we speak to Cobus Kruger, Advisory Partner at Citadel to discuss why Guernsey is the jurisdiction of choice for South Africans in the investment funds and private wealth space. by …
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Bryan Hirsch and Advisory Partner at Citadel Wealth Management, Cobus Kruger, discuss offshore investing in today’s economic climate and the importance of diversification for your portfolio.
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(Tax Laws Amendment Bill 2020) Currently, the definitions of “pension preservation fund”, “provident preservation fund” and “retirement annuity fund” in section 1 of the Act make provision for a payment of lump sum benefits when a member of a pension …
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The proceeds of a dollar life insurance pay directly outside of the borders of South Africa.
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Creating a tax efficient nest egg for the next generation.
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A dollar life insurance contract is currently one of the most effective and efficient estate planning tools available to South Africans.
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These are the 8 biggest investing mistakes, according to financial professionals – Christy Bieber, The Motley Fool. Investing is key to building wealth, but you could undermine your efforts if you make some common errors. Recent research from the Natixis …
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Do you have a UK Pension Fund? And is it being reviewed regularly? Contact me if you need help, especially if you believe you were ill-advised or mis-sold solutions like QROPS, QNUPS or OPES.
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The importance of long-term investment or saving needs little explanation. The wealth of benefits afforded to individuals through effective long- term investing is profound but can be a complex process where investors are faced with complex structures, excessive fees, paperwork …
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