Why entrepreneurs should have a holistic financial plan, and not just a tax plan
Holistic financial planning, specific to an entrepreneur’s circumstances, provides better results for a client. Even simple organisation, like having the correct documentation in place, can mean the difference between deriving value from your entrepreneurial effort or not.
How will my inheritance be treated if...
What happens to your inherited assets in the case of a certain event, particularly death or divorce? As with any family law matter, the way you were married sets many of the rules that will apply.
Clear is kind. Planning for your death.
We have written various articles on wills and death before. Why? Because, as we have seen over the years, it is complex, especially when winding up estates. It is not enough to draw up a will and take out life cover.
Estate planning requires thought and careful consideration because every family is unique, and each has its own complexities and challenges to address.
How to know if endowments are for you
An endowment policy is not a one-size fits all approach. It should be carefully considered, taking your specific needs and circumstances into account.
What is an endowment, and does it make sense for your investment portfolio?
Topline: Q2 2022 review
What were the main themes in the economy during the second quarter of 2022, and what can be expected in the second half of this year?
Topline: Q1 2022 review
The first quarter of 2022 was characterised by a reversal of trends and surprising winners. The USA raised interest rates for the first time since 2018 following months of speculation. But have they left it too late?
Do I really need an offshore will?
Who gets the precious family heirloom, or the offshore investment that you worked so hard to protect and grow? How do you ensure that it ends up where you intended?
Let’s take a deeper dive into this practical element of estate planning, namely having an offshore will.
Why you should think about your work
In the past financial planning has focussed on helping people protect and save their income or investments. We assumed a steady inflation tracking income in our retirement models and insured against disasters. However, we can no longer assume straight-line careers that will produce steady incomes. We must start to plan for frequent career changes, much longer working years and include discussions about career planning in our financial planning.
Musings | 10-year celebration letter
10 years ago, Elke and I launched Foundation Family Wealth. It was a summer morning, and we had two laptops, a license, and a dream. Read more here.
US Presidential Election 2016
We haven’t paid much attention to US elections in the past…Democrats, Republicans, Bush, Clinton or Obama – there has been a broad acceptance of neo-liberal capitalist policies supported by globalisation. Yesterday, that changed.
