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...
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! Not having a will in place creates a lot of stress for the loved ones you leave behind – regardless of how old you...
Structuring for efficiency is about how you invest and how you hold your assets. Especially with regards to investing in a manner that will reduce taxes for you. You can get advice around how to do this from your financial planner. In this video, Ruark describes: The acronym S.M.A.R.T for tax reducing investing The benefits...