What is a special trust, and how can you use it effectively?

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Eric Jordaan of Crue Invest discusses the qualifying criteria, tax implications, and benefits of these essential estate planning tools.

28 Mar English South Africa Business

How to turn investment losses into tax savings

Elke Brink of PSG Wealth discusses tax-loss harvesting and what investors need to watch out for so that they don’t run afoul of Sars.

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How to calculate estate duty and ensure estate liquidity

Eric Jordaan of Crue Invest shares practical strategies to avoid liquidity shortfalls and mitigate financial risks for your heirs.

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Devon Card of Crue Invest delves into the nuances of each investment option, exploring the factors influencing the choice between two.

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What is a special trust, and how can you use it effectively?

Other recent episodes

How to turn investment losses into tax savings

How to calculate estate duty and ensure estate liquidity

Unit trusts vs property: Which leads to better returns?

How do living annuities work?

Overinsured? Here’s how it impacts your retirement planning

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