A Living Will is a legally enforceable document in which you state your wishes, for a time in which you are unable to make the decisions yourself. It is a good idea to include this in your financial plan. Ruark explains what a living will is, and also looks at: The important functions of a...
Basically, a Section 12J VCC Investment buys shares in a specific type of company. There are several reasons why you might choose this type of investment vehicle, but primarily it assists in optimising tax for companies and trusts. For a quick overview, please watch the video below or if you need financial advice on your investments,...
Why do you need a will? Ironically, this is often the last item that most people tick off in their financial plan – and we think it should be the first! When it comes to minors or children in your will, here are two key things to consider: Guardian nomination Trustee nomination We hope this...
Our hope with these videos is to highlight investments that are tax favourable and can help you grow your wealth faster. The first of these is the Retirement Annuity (RA), which is essentially a personal pension fund. Ruark works through some of the key benefits of owning an RA in this clip – we hope this...