Note by Allan: This article clearly speaks for itself. The message must be well understood prior to setting up a trust. Remember to consult with a registered Independent Financial Advisor (IFA)(an estate planner) before registering a trust. Make wise use of your professional consultants. The accountant, tax practitioner, lawyer and the IFA are not in [...]
Note by Allan: It is my fervent wish the licenced Independent Financial Advisor is consulted more frequently. The number of times I come across badly designed trust documents is all too frequent. We are not lawyers, usually, but we do know about estate planning and allied structures to estate planning. A short consultation before the [...]
Note by Allan: It is always a pleasure being presented to by Mthobisi. He knows his subject very well and conveys it with a sharp humour. Thanks to Allan Gray and MoneyMarketing for the article. It has a serious warning to the message. --- --- --- by MoneyMarketing on March 6, 2019 Mthobisi Mthimkhulu, team leader in the [...]
Note by Allan: As the age of overload continues we learn more and more personal aid items are gathering our private movements and habits to send on to places unknown to us; they call it the cloud. Some twenty years ago I collected my car from the dealer after a routine service. I was informed [...]