Tag: Alexander Forbes Financial Planning Consultants

As the year unwinds and we head into the holiday season, I know what you are thinking. Now is the time to spend and spoil yourself for a year of hard work - however this time of the year gives you a chance to take a moment and think about savings and ways you can invest your hard-earned money.

With all the uncertainty in the South African market and concerns about future investment returns, many investors are looking offshore for investment opportunities. A diversified investment portfolio is always a good strategy when saving for retirement but before you set off looking for greener pastures in offshore markets, take note of Regulation 28 and its integration in retirement annuity funds.

The close of the tax year is drawing near, meaning those wanting to make use of the tax-free savings account allowance have their last opportunity on February 28 to put money away in the current tax year.