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Finance

Consider retirement savings when changing jobs

Posted By Marilynh / 0 Comments

Today’s workforce is more mobile than it has ever been. Gone are the days of a job for life. Gone are the days when one had a planned career structure with a company training schedule and a clear career succession plan.  There are a number of reasons for this. To name a few: The advent […]

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Inheritance and Emigration – do you, your children or friends live abroad?

Posted By admin / 3 Comments

My colleague Renette Hendriks and I recently held a general financial and estate planning question and answer presentation at a retirement complex.  The topic that provoked the most discussion was based around children who live abroad and who will ultimately be receiving inheritance. Some of the questions we received: Do I need to mention in […]

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Your finance questions – answered!

Posted By Marilynh / 0 Comments

Personal Trust International offers you a unique service at no cost.  We are happy to assist you with your general finance queries – from retirement planning questions to queries on tax services, investments, wills, estate planning etc. If you have a question or are in need of advice of a financial nature, email Personal Trust […]

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How the Budget 2015/2016 will affect retirees

Posted By admin / 2 Comments

The budget for the 2015/2016 fiscal year was, for the most part, without surprise.  Many predicted an increase in tax rates and this did materialise.  In summary, Minister Nene announced an across the board personal income tax increase of 1% for income brackets over R181,900, little personal income tax relief via rebates & medical scheme […]

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