A document declaring who will have Power of Attorney (PoA) in the case of certain events is something worth considering, especially for situations when you may not be able to make the decision yourself. In this video Ruark unpacks: The importance of Power of Attorney, When you made need it Who you may give power...
Category: Vlog
Tax Smart Series: 3. Tax Free Savings Account
Tax Free Savings Accounts (TFSA) offer tax free dividends. This type of savings investment has multiple benefits for different types of people. Ruark, explains all about Tax Free Savings Accounts, including: How you can invest in them The benefits of that type of savings investments The limitations of such savings investments It is easy to...
Wills Series 3: Living Will
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...
Tax Smart Series: 2. Section 12J VCC Investment
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,...
