A ‘two-pot’ retirement system refresher
September 17, 2024
Dave Edgar, Trust Officer, provides an update on the new system that comes into effect on 1 September. A year has passed since I wrote
Category: News
Kevin Clemo Joins the Personal Trust Leadership Team
March 17, 2024
We are pleased to inform you that Kevin Clemo has recently been appointed as an Associate Director at Personal Trust, effective 1 January 2024. Kevin
South Africa has been greylisted. What does this mean?
March 6, 2023
The Financial Action Task Force (“FATF”) is a global inter-governmental body that promotes policies and sets international standards relating to the combating of money laundering,
2023 The year of the Water Rabbit – promises longevity, peace, and prosperity. What is reality?
December 7, 2022
When the citizens of Kyiv removed their corrupt president, Viktor Yanukovych, in the “Euromaidan” revolution of 2014, they underestimated how swiftly that would trigger Russian
Interest Rates – Nominal & Effective
November 29, 2022
Portia Vlotman, Associate Director and Money Market Manager, discusses rising interest rates and explains the difference between nominal and effective rates. The South African Reserve
Retirement Village Living
March 15, 2022
There are a number of factors to consider when making a decision regarding your future home. Careful thought needs to be given as to what
From Russia with Love
March 3, 2022
“You can do a lot more with weapons and politeness than just politeness.” Vladimir Putin Who would have imagined I would be writing an article about
Crypto assets: How to deal with these in your Will and in Estate planning
March 1, 2022
Nick de VRenette Hendriks, Director, clarifies how to deal with crypto assets. Satoshi Nakamoto, the father of Bitcoin, defines it as “a chain of digital signatures.
CHANGES IN PERSONAL CIRCUMSTANCES
September 21, 2021
Nick de Villiers, Trust Officer in Noordhoek, explains why it is imperative to seek professional financial planning advice regularly. “Everyone has a plan until they