A lot of the time we encounter clients that have a very straight forward retirement in the sense that they work hard, save well, and then retire with enough money (and a well structured retirement plan of course) that allows them to pursue their life goals and live comfortably.
In these situations, when we talk bucket lists, we usually chat about exotic holiday destinations and adventures they want to pursue. However, often times, as you will see in the stories that I will share with you below, there are people that simply aren’t able to spend their retirement savings ...
In this month's Chartered Wealth Solutions' Money Blog, Pat Blamire shares some important points to consider the tax year end.
29 February is fast approaching, and now is your last chance to address several pertinent issues and make use of tax saving opportunities before the end of the current tax year. Aspects to bear in mind are:
Contributions towards a retirement annuity
Every taxpayer is entitled to contribute towards a retirement annuity fund, and claim the deduction against their taxable income. Should you contribute to a retirement annuity, you are allowed a deduction of:
On 17 November at the Johannesburg Country Club, the Chartered Wealth Solutions' acsis clients were overwhlemed by Shaun Tomsons inspiring story about his life and the lessons he has learned through his surfing experiences. Shaun Tomson has also written a book called 'The surfers code' which promises to be a fascinating read.
Chartered Wealth Solutions is continually finding new ways to support their philosophy on retirement. And as we do this, we continually add value to our clients’ lives in retirement by exposing them to new ...
