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From monthly archives: July 2021

We are pleased to present below all posts archived in 'July 2021'. If you still can't find what you are looking for, try using the search box.

How to Use Your Tax Refund Wisely – Invest, Don’t Spend!

Often times, people do not include their tax refund in their budget as they are not sure how much it is going to be, or if they will be receiving a refund at all. Therefore, it’s important that you know how to use your tax refund wisely so that you can improve your overall financial portfolio rather than spending on things you don’t need.

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Donations Tax in South Africa & Parents Donating Assets or Capital to Their Children

Many of our baby boomer clients are now considering making donations to their children in the form of property or capital for a deposit on a property. Although this is noble, parents must take into account the rules of donations tax in such situations. In this article, we will look into donations tax and what it means for parents who are helping their children purchase property.

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