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Articles tagged as " tax"

Insights categories - Retirement

How divorce may impact occupational retirement fund savings

By Felicia Hlophe on 18 Apr 2024

Reading time: 9 mins

Felicia Hlophe, legal adviser at Allan Gray, explains the possible consequences of a divorce for members of occupational retirement funds, such as the Allan...

Insights categories - Offshore investing

Build a legacy with the Allan Gray Offshore Endowment

By Julie Campbell and Guané Coetzer on 04 Apr 2024

Reading time: 9 mins

Investing offshore has long been a way to diversify and grow one’s wealth. This is even more relevant today, as investors seek strategies that will safeguard...

Insights categories - Personal investing

Endowments vs sinking funds: Which product is better suited for your needs?

By Jaya Leibowitz on 29 Feb 2024

Reading time: 8 mins

Endowments and sinking funds are useful financial products for efficient tax and estate planning. However, they are relatively complex and can be difficult t...

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