Articles

Not having a will can lead to a range of complications and uncertainties when it comes to the distribution of your assets and the well-being of your loved ones.

Planning for the future is essential, and legacy planning is a crucial component. While many people think of insurance as protection against unforeseen events, it can also be an essential tool for legacy planning. Let's take a closer look at how insurance can be a tool for legacy planning.

Tips and advice behind planning your estates. Protect your loved ones and ensure your wishes are honoured with a personalized estate plan and will. Find out more on wills estate planning in our article!

Here's a quick and easy visual guide on how investing your SRS can help you save taxes, multiply your retirement savings and beat inflation.

Here’s how you can beat inflation and grow your retirement savings while enjoying tax relief with MoneyOwl. We address the five most commonly asked questions about the SRS!

Looking to plan ahead for your retirement, finding a suitable retirement income plan may be a difficult process and could have left you overwhelmed with the multitude of options. So how do you know which retirement income plan is suitable for you?

Will the increase in the Basic Retirement Scheme affect your retirement plans? Read on to find out more. 

Introducing a new blog series where you write in with your personal finance questions and our team of client advisers will be on-hand to assist you. 

In this sixth and final article in the Planning for Your Retirement series, we will be exploring estate planning.

What is SRS? It's a voluntary scheme encouraging you to save for retirement. Enjoy tax reliefs now and use your SRS savings to generate a steady income stream or grow your retirement nest for your retirement.