It is arguable that trusts have, to an extent, lost their magic as far as tax benefits are concerned. This does not, however, mean that trusts are no longer beneficial.
Our in-house legal expert, Savannah Solomons, highlights the benefits of a properly drafted trust deed, as well as common practical issues that could hinder the process.

Biotechnology – the fusion of biology and technology. This month on our blog, Ashley Pedlar (CFA) explores this investment theme.

Our investment research and fund management team has drawn up a selection of local and offshore stocks that we’ll be watching in 2021.

We all have biases that may cloud our judgement when making day-to-day decisions, and our finances are not exempt from these biases. We often depend on our intuition, but sometimes we are unaware of how our gut feeling may be faulty.
This month on the blog we look at the role of psychological factors in financial decisions.

Savannah Solomons, head of trust and fiduciary, discusses the pitfalls of dying intestate and the effects in can have on your assets.

Ever heard of the saying “saving yourself into poverty”? It is usually spoken during discussions when comparing the virtues of saving versus investment. In this follow up article to “The Rise of Inflation”, Benjamin van Wyk, CFA, delves deeper into the Inflation theme and what has transpired since we initially identified it in 2020.

A look back at the Inflation theme we first introduced in November 2020. Benjamin van Wyk, CFA, gives a simple explanation of the rise of inflation and highlights some of the strategies we employed to hedge for its inevitable rise.