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Liquidity Planning and Financial Planning in South Africa

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Liquidity in financial planning refers to the availability of cash or assets that can be quickly converted into cash without significantly reducing their value. This concept is essential for meeting short-term financial obligations and ensuring cash flow.

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Posted by Gary Walker on Tuesday, October 15, 2024 Views: 111


Estate Planning in South Africa - The Do’s and Don’ts

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Estate planning is a complex process that requires careful consideration and attention to detail. Even with the best intentions, it’s easy to make mistakes that can lead to unintended consequences, such as disputes among heirs, unnecessary taxes, or the mismanagement of assets.

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Posted by Gary Walker on Thursday, September 19, 2024 Views: 192


A Comprehensive Guide to Estate Planning in South Africa

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The key purpose of estate planning is to ensure that your estate is distributed according to your wishes and that your loved ones are taken care of after your passing. It also involves planning to reduce taxes, legal fees, and court costs.

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Posted by Gary Walker on Wednesday, August 21, 2024 Views: 609