Insights hub

Affluent Professionals and Private Practice

For executives, professional families and practice owners. Topics include variable income, share schemes, concentration risk, practice protection, family legacy, retirement catch-up and the Two-Pot system.

Affluent Professionals and Private Practice

28 October 2026

How much do we need to invest now if school and university fees keep rising faster than our income?

Brandon Hattingh, CFP®

How much do we need to invest now if school and university fees keep rising faster than our income?

Personal asset protection for medical professionals: can a malpractice claim reach my assets?

28 October 2026

Personal asset protection for medical professionals: can a malpractice claim reach my assets?

How can I structure salary, bonuses and shares tax-efficiently?

28 October 2026

How can I structure salary, bonuses and shares tax-efficiently?

Johann Joubert, CFP®

Do I need a trust, and is my existing trust still working?

13 October 2026

Do I need a trust, and is my existing trust still working?

Du Toit van den Bergh, CFP®

Testamentary trusts for minor children: who controls the money if both parents die?

13 October 2026

Testamentary trusts for minor children: who controls the money if both parents die?

Du Toit van den Bergh, CFP®

How can I use South Africa's R2 million offshore investment allowance?

13 October 2026

How can I use South Africa's R2 million offshore investment allowance?

Du Toit van den Bergh, CFP®

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Business Owner Wealth and Succession

For owners dealing with retained earnings, capital extraction, Section 7C, offshore investment, shareholder arrangements, buy-and-sell funding and succession.

Pre-retirement and Retirement

For those approaching or living in retirement. Topics include living annuity drawdown, retirement income, estate duty, capital gains tax at death, beneficiary nominations and estate liquidity.

Affluent Professionals and Private Practice

For executives, professional families and practice owners. Topics include variable income, share schemes, concentration risk, practice protection, family legacy, retirement catch-up and the Two-Pot system.

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