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How post-retirement annuities are taxed

How post-retirement annuities are taxed

19 May 2023

Pensioners are often dismayed to find they are taxed on income from their post-retirement annuities. We provide tips for managing this liability.

5 Smart investment tips

5 Smart investment tips

7 May 2023

Investing can be complex, and it’s easy to feel overwhelmed. We provide tips for making good investment decisions and avoiding common pitfalls.

Are NFTs a safe investment?

Are NFTs a safe investment?

30 March 2023

Non-fungible tokens (NFTs) are an alternative asset class that appeals to younger investors. We investigate the safety and sustainability of this new investment product.

Which post-retirement annuity is best for you?

Which post-retirement annuity is best for you?

5 March 2023

Post-retirement annuities provide you with an income in your senior years. We outline the options, and consider the pros and cons of each.

Tax-free savings accounts – optimise your investment

Tax-free savings accounts – optimise your investment

23 February 2023

A tax-free savings account (TFSA) is no ordinary savings vehicle. We examine misconceptions around TFSAs and explore the benefits and costs of different products.

Looking at luxury wheels? First consider the cost

Looking at luxury wheels? First consider the cost

24 January 2023

Many of us would jump at the chance to own a luxury car. This article unpacks the costs of luxury car ownership and budgeting tips should you wish to go ahead.

Why start saving early for retirement?

Why start saving early for retirement?

22 January 2023

This article highlights the importance of taking meaningful steps towards securing your financial future and outlines strategies proven to work for savers.

First home? Research carefully

First home? Research carefully

15 January 2023

Buying your first home can be both exhilarating and terrifying. We unpack the expenses, and offer tips for making a suitable purchase.

ESG investments – what’s all the fuss about?

ESG investments – what’s all the fuss about?

9 January 2023

In this article, we consider how growing consumer concern for the impact of companies on people and the planet could affect your investments.

The benefits of a tax-free savings account

The benefits of a tax-free savings account

29 December 2022

A tax-free savings account exempts you from paying taxes, within contribution limits. This article examines whether you qualify for a tax-free investment, and how to invest.

Should you take on more financial risk ahead of retirement?

Should you take on more financial risk ahead of retirement?

27 December 2022

Your retirement is far from the end of your investment journey. This article examines how investment risks can make or break your retirement nest egg.

Questions to ask about offshore investment

Questions to ask about offshore investment

6 December 2022

Investing offshore can be a good wealth-enhancement strategy. We consider questions to ask a portfolio manager before you take the leap.

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