Leon Bart Financial Advisory

06/03/2024

Elevate your business legacy!

Join us on March 7th for a comprehensive Business Info Session at Alchemy FS Office.

Explore the synergy of strategic planning, tax compliance, and corporate governance in shaping a secure future for your loved ones.

Save the date and savour a complimentary harvest table and drinks.

Network, learn, and plan for success!

27/02/2021

With a TFSA, you can save in a discretionary investment vehicle without this CGT burden when you decide to withdraw from the investment. The benefit may be small during the first few years, but for a long-term investment, as the value of the investment grows it becomes significant.

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From 01st March 2020, members of all Retirement funds have been entitled to a single tax deduction for the total contributions made to retirement funds.

26/02/2021

It is important to note that at retirement you would need to find a balance between discretionary money (unrestricted, liquid savings) and retirement savings to further reduce your tax burden after retirement and to have liquidity.

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From 01st March 2020, members of all Retirement funds have been entitled to a single tax deduction for the total contributions made to retirement funds.

24/02/2021

Individuals can contribute to an RA fund at any age and can choose to let their Retirement Annuity mature at any time from age 55.

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From 01st March 2020, members of all Retirement funds have been entitled to a single tax deduction for the total contributions made to retirement funds.

22/02/2021

The ‘new generation’ RA funds are much more cost-effective, cost transparent and flexible than the traditional RA funds, and therefore provide an excellent method of reducing your Annual Tax burden – which is why it is consequently recommended.

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From 01st March 2020, members of all Retirement funds have been entitled to a single tax deduction for the total contributions made to retirement funds.

20/02/2021

For individuals who do not participate in a Pension or Provident fund, or who want to make additional contributions in their own capacity, there is a Retirement Annuity.

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From 01st March 2020, members of all Retirement funds have been entitled to a single tax deduction for the total contributions made to retirement funds.

05/02/2021

The wording is critical and getting it wrong can lead to hardship and even financial distress for the people left behind. Once you are dead, there is no opportunity to correct or amend something that is not clear.

Why the Importance of Your Last Will & Testament during COVID-19 with relevance to Your Estate?

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It takes just a few minutes to make sure your Last Will is up to date and can make a world of a difference to your loved ones, especially during the COVID-19 pandemic.

03/02/2021

The importance of having a well-structured Will & Testament going on holiday, and why it needs to be updated every year or at least with every life event that occurs.

Why the Importance of Your Last Will & Testament during COVID-19 with relevance to Your Estate?

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It takes just a few minutes to make sure your Last Will is up to date and can make a world of a difference to your loved ones, especially during the COVID-19 pandemic.

01/02/2021

Having a well-structured will means you are taking care of your responsibilities and ensuring that your assets are distributed in terms of your wishes when you are no longer there.

Why the Importance of Your Last Will & Testament during COVID-19 with relevance to Your Estate?

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It takes just a few minutes to make sure your Last Will is up to date and can make a world of a difference to your loved ones, especially during the COVID-19 pandemic.

30/01/2021

People often neglect to give proper attention to their will because it forces them to face their own mortality. Yet this is one of the most important documents necessary for estate planning.

Why the Importance of Your Last Will & Testament during COVID-19 with relevance to Your Estate?

Read more at:

It takes just a few minutes to make sure your Last Will is up to date and can make a world of a difference to your loved ones, especially during the COVID-19 pandemic.