Getting the most out of your tax-free savings

With the end of the tax year approaching at the end of February, now is the time to ensure that you have maximised your tax benefits. Carrie Norden, senior tax specialist at Allan Gray, helps investors navigate the benefits and limitations of retirement and tax-free...

General outlook for 2022

During the summer holidays, as usual, I worked through the financial reports released by most of the large investment houses outlining their outlook for the new year. So, I had to refrain from using the title ‘Outlook for 2020 too’, seeing that it already looks like...

SA investors incurred a 3.5% behaviour tax in 2021

In a year where movement restrictions and lockdowns have resulted in increased savings rates around the world, with South Africa’s savings rate having escalated by nearly 22% from levels of less than 15% of gross domestic product (GDP) in 2019 to more than 18% in June...

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