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Mark Williams

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Estate Planning

Retirement is a ticking bomb

Retirement is a ticking bomb

I fear the average South African is facing a ticking time bomb iro underfunded retirement as we continue to kick the proverbial can down the road until we are forced to deal with the reality of the situation and then

mw@dmin July 18, 2019July 18, 2019 Estate Planning, Retirement Read more

As a retiree, view your home as a ‘financial asset’

As a retiree, view your home as a ‘financial asset’

It is interesting to see how many people are beginning to look at their home as a retirement asset.  There are two reasons for this firstly the average person nearing retirement is under-funded, in some cases their homes are their

mw@dmin September 28, 2017September 28, 2017 Estate Planning, Personal Finances, Retirement Read more

Interest-free loans to trusts can have positive spin-offs

Interest-free loans to trusts can have positive spin-offs

The recent Tax Law Amendment Bill included amongst others, changes to the taxation of zero interest and / or low interest loans to trusts, which will come into effect on 1 March 2017.   Zero interest loans and / or loans

mw@dmin February 2, 2017February 2, 2017 Estate Planning, Personal Finances, Tax Read more

Davis Tax Committee’s second Report on Estate Duty a major improvement

Davis Tax Committee’s second Report on Estate Duty a major improvement

After scoring a consensus 3 out of 10 for the 1st report, the Davis Tax Committee has delivered what I consider to be a vastly improved 2nd report, which I will touch on very briefly in this article.   The key

mw@dmin September 8, 2016September 23, 2016 Estate Planning, Tax Read more

The “double whammy” problem for future retirement planning

The “double whammy” problem for future retirement planning

In the good old days retirement planning was relatively simple.  Most people belonged to defined benefit company pension funds, which paid members a pension based on their total years of service and final salary.  Retirement age was usually 65, thus

mw@dmin May 5, 2016October 27, 2016 Estate Planning, Retirement Read more

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