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Articles tagged as "endowment"

Insights categories - Personal investing

Endowments vs sinking funds: Which product is better suited for your needs?

By Jaya Leibowitz on 29 Feb 2024

Reading time: 8 mins

Endowments and sinking funds are useful financial products for efficient tax and estate planning. However, they are relatively complex and can be difficult t...

Insights categories - Personal investing

How to use financial products to enhance estate planning

By Felicia Hlophe on 11 Sep 2023

Reading time: 10 mins

Felicia Hlophe, legal adviser at Allan Gray, summarises four key estate planning principles and explains how some financial products can be used to provide a...

Insights categories - Personal investing

2023 Budget speech update

By Carrie Norden on 22 Feb 2023

Reading time: 11 mins

The 2023 Budget speech was delivered against the backdrop of high living costs, a dismal unemployment rate and intensive loadshedding crippling businesses, a...

Insights categories - Personal investing

Get your affairs in order during National Wills Week

By Jaya Leibowitz on 09 Sep 2022

Reading time: 12 mins

It is difficult to confront our mortality, but the fact is that we are all going to die one day and leave our loved ones behind. As a result, it is important...

Insights categories - Personal investing

What happens to your minor children when you die?

By Felicia Hlophe on 28 Jul 2022

Reading time: 11 mins

While undoubtedly the worst-case scenario to consider, as parents, we need to make sure our children’s needs are accounted for in the tragic event of our...

Insights categories - Personal investing

Save now for your child’s education to avoid future pain

By Saleem Sonday on 28 Jan 2022

Reading time: 4 mins

Putting aside money every month to fund your child’s future studies may seem like a huge ask, but it will be worth it in the end, especially in light of...

Insights categories - Offshore investing

Limiting allocations to offshore assets for Allan Gray Living Annuity and Endowment accounts

By Tamryn Lamb on 18 Dec 2020

Reading time: 3 mins

We are temporarily limiting allocations to offshore assets for Allan Gray Living Annuity and Endowment accounts, effective 14:00 on Friday, 18 December 2020,...

Insights categories - Personal investing

PART 3: What are the best investment options for education savings?

By Saleem Sonday on 16 Jul 2019

Reading time: 9 mins

With the cost of education soaring, relying purely on your salary to finance your children’s education is becoming increasingly difficult. Consider saving fo...

Insights categories - Personal investing

How to combat the budget pinch

By Carla Rossouw on 31 Mar 2017

Reading time: 7 mins

Some weeks have passed since former Finance Minister Pravin Gordhan’s Budget speech, but we are only just beginning to feel the pinch. Carla Rossouw discusse...

Insights categories - Personal investing

How can I earn higher returns and pay less tax?

By Richard Carter and Jeanette Marais on 30 Jun 2016

Reading time: 10 mins

Tax has a significant impact on the returns of your investment. If, like most of us, you would like to see more return in your account and less in the hands ...


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