TRUST TO TRUST: DOES A TRUST ELIMINATE ESTATE DUTY?
Although death and taxes are certain, people are always looking for ways to minimise taxes upon death. In certain instances, people are not even aware of the tax consequences upon death. They may have to pay in excess of 30 percent in costs and taxes - capital gains...
Moving to Canada – Hereford
Moving to Canada can be exciting but also a daunting experience. We lived in Durbanville (Cape Town) with a lovely surrounding of vineyards and mountains but that does seem very distant now to the big city of Toronto. There are so many things to consider during a time...
RAs, the best tonic for your tax health
RAs, the best tonic for your tax health! As we head into this final month of the tax year you may well be wondering if you could have done better in 2023 from a tax savings point of view. This article follows on from our January article on ‘How will your tax health...
Don’t let critical illness cripple your finances
Don’t let critical illness cripple your finances. It is simply a fact that dread diseases, often referred to as critical illnesses, and financial wellness are inextricably linked. The stats are not known (as the instances are way too common) of how many people who...
Start providing for education when a child is born!
No doubt over the last couple of months you would have heard the renowned Christmas song ‘When a child is born’ many times and if you are expecting the birth of a child soon or recently had a child it may have had special significance for you. At the very least it...
How will your ‘tax health’ look in 2024?
How will your ‘tax health’ look in 2024? Welcome to a brand new year, one that will, as always, present some challenges but along with challenges come opportunities and no doubt you are entering 2024 with great expectations of improving your life in many ways. If you...
LET’S CHAT
How do we help grow, preserve or
protect your wealth? Speak to a
Hereford specialist now.