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TRUSTS: EFFECTIVE ESTATE PLANNING & TAX-SAVING MECHANISMS

 640 417 Maysure Financial Services

In order to effectively organise your financial security and legacy, you need to start by establishing your estate planning questions. These questions often touch on the complex topic of tax and trusts. To bring these concepts together takes a certain skill and expert understanding. This is where estate planning professionals are crucial. We’ve put together…

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Tax Law Changes: Effects On Estate Planning

 640 417 Maysure Financial Services

Within the South African tax sphere, changes are continuously made to ensure fair and balanced taxed households. Every business owner, employee, and regular individual must be in the know regarding tax laws implemented in South Africa. We at Maysure Financial Services have a firm grasp on estate administration and the relevant tax laws. Keep reading…

Estate administration

Estate Administration: Inheritance & Wills In South Africa

 640 400 Maysure Financial Services

South Africa has an inclusive justice system. This can be seen from its acknowledgment of rights for foreigners and people in customary marriages. With the interplay between different laws and stipulations, estate planning and administration may seem a daunting task. Fortunately, writing a Will and the inheritance process do not have to fill you with…

Tax deductibles

Optimising Tax Deductibles: Natural Persons Tax

 640 400 Maysure Financial Services

With the taxation season knocking at our door once again, you may have that heavy feeling descending on your shoulders. As much as you may dislike doing it, failing to file your tax returns can get you into serious trouble. The law does not make exceptions for being overwhelmed or stressed. It’s always worthwhile to…

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Family and Budgeting: Financial Anxiety Solutions

 640 417 Maysure Financial Services

Sensitive conversations around money and family can have you running for the hills. These are not easy discussions to have. But, family and budgeting are valuable in terms of understanding the financial stages of life.  Your relationship with money is like a committed relationship. You need to work at it to be successful.  Perhaps we…

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Marital Contracts and Finances: Beyond the Glitz and Glam

 640 417 Maysure Financial Services

Marriage is all too often related to the wedding day. We all look forward to the glitz, glam, and celebration. It’s the dream. But, before the adventure and idyllic happily-ever-after begins, the couple needs to take a look at the financial consequences of their partnership. We can help you achieve a firm grasp on the…

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Why Wait? Plan Your Retirement Annuity Now

 640 417 Maysure Financial Services

Retirement planning can feel like a boring topic. But, there are a few things we just have to learn about and enact in our lives for peace of mind.  When we are working, the one thing we don’t think about too often is our retirement days. But, the truth is we need to think about…

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Understanding The Financial Stages Of Life

 640 400 Maysure Financial Services

Money is an intricate part of all our lives. Fortunately, financial freedom provides you and your family with the liberty to live securely. Despite this, most of us know very little when it comes to money. Many of us are not properly educated when it comes to handling finances. The majority of graduates go into…

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Estate Planning: Questions You Should Be Asking

 640 400 Maysure Financial Services

When it comes to preparing your estate plan, it’s natural to have questions. The thought of getting your affairs in order can be mind-boggling. Especially when you consider all the moving parts of an estate plan, such as legal documents, wills and testaments, setting up trusts, and the executorship. We’ve put together some of the…

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Writing Your Will: Frequently Asked Questions

 640 400 Maysure Financial Services

You’d be surprised at how many people believe that writing a will is not essential. They assume their hard-earned money will be left to intended beneficiaries automatically when they pass away. Unfortunately, this is not always the case. Other people tend to procrastinate – a real roll of the dice since we don’t know when…