Insights hub

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

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?

Retirement catch-up in your 50s: how can you make up ground?

28 October 2026

Retirement catch-up in your 50s: how can you make up ground?

Richard Collins, CFP®

What living annuity drawdown rate can I take without running out of money?

28 October 2026

What living annuity drawdown rate can I take without running out of money?

Estate liquidity: how can my spouse access cash after I die?

13 October 2026

Estate liquidity: how can my spouse access cash after I die?

Du Toit van den Bergh, CFP®

Audiences

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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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