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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.

28 October 2026

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

Written by
Brandon Hattingh, CFP®
How much do we need to invest now if school and university fees keep rising faster than our income?
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?

Written by
Du Toit van den Bergh, CFP®
Business succession planning: what does my spouse receive if I die?
13 October 2026

Business succession planning: what does my spouse receive if I die?

Written by
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?

Written by
Du Toit van den Bergh, CFP®
How can business owners turn surplus company cash into personal wealth?
13 October 2026

How can business owners turn surplus company cash into personal wealth?

Written by
Du Toit van den Bergh, CFP®
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Choose the hub that matches your situation.

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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