Articles tagged as "endowment"
Endowments vs sinking funds: Which product is better suited for your needs?
Endowments and sinking funds are useful financial products for efficient tax and estate planning. However, they are relatively complex and can be difficult t...
How to use financial products to enhance estate planning
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...
2023 Budget speech update
The 2023 Budget speech was delivered against the backdrop of high living costs, a dismal unemployment rate and intensive loadshedding crippling businesses, a...
Get your affairs in order during National Wills Week
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...
What happens to your minor children when you die?
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...
Save now for your child’s education to avoid future pain
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...
Limiting allocations to offshore assets for Allan Gray Living Annuity and Endowment accounts
We are temporarily limiting allocations to offshore assets for Allan Gray Living Annuity and Endowment accounts, effective 14:00 on Friday, 18 December 2020,...
PART 3: What are the best investment options for education savings?
With the cost of education soaring, relying purely on your salary to finance your children’s education is becoming increasingly difficult. Consider saving fo...
How to combat the budget pinch
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...
How can I earn higher returns and pay less tax?
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 ...
