How to turn investment losses into tax savings

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Elke Brink of PSG Wealth discusses tax-loss harvesting and what investors need to watch out for so that they don’t run afoul of Sars.

26 Apr English South Africa Business

How to calculate estate duty and ensure estate liquidity

Eric Jordaan of Crue Invest shares practical strategies to avoid liquidity shortfalls and mitigate financial risks for your heirs.

12 Apr 7 min

What is a special trust, and how can you use it effectively?

Eric Jordaan of Crue Invest discusses the qualifying criteria, tax implications, and benefits of these essential estate planning tools.

28 Mar 8 min

Unit trusts vs property: Which leads to better returns?

Devon Card of Crue Invest delves into the nuances of each investment option, exploring the factors influencing the choice between two.

15 Mar 19 min

How do living annuities work?

Devon Card of Crue Invest explores the various options available for income withdrawals and asset allocation within these vehicles and offers tips on how to navigate market volatility, longevity risks, and tax implications effectively.

29 Feb 10 min

Overinsured? Here’s how it impacts your retirement planning

Craig Torr of Crue Invest shares strategies to reduce overinsurance and redirect contributions to retirement savings.

15 Feb 9 min

How to turn investment losses into tax savings

Other recent episodes

How to calculate estate duty and ensure estate liquidity

What is a special trust, and how can you use it effectively?

Unit trusts vs property: Which leads to better returns?

How do living annuities work?

Overinsured? Here’s how it impacts your retirement planning

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