With only two weeks remaining in the 2024/2025 tax year, taxpayers have a final opportunity to maximise their tax-deductible ...

Sales of annuities, which can be used to protect savers' cash from inheritance tax have soared, according to official figures ...

Since NPS annuity income is not directly covered by any particular article in the India-Portugal DTAA, it falls under Article ...

If interest rates stay high for long, that can add up to a lot of interest saved – but each extra payment reduces your ...

Planning for retirement is one of the most important financial steps you can take, yet many South Africans delay saving for ...

By openly addressing both the pros and cons, advisors can build trust and empower clients to make decisions that genuinely ...

Total annuity sales reached £7bn last year, a 34 per cent increase compared to 2023, and more people turned to advice before ...

Total sales were worth £7billion last year, a 34 per cent increase on 2023, according to the latest data from the Association ...

As part of any retirement planning scenario, you will look at all the options available. Whether this is maintaining a ...

Now you’re facing that R5 000 monthly question – should you boost your retirement savings through your retirement annuity (RA), open a tax-free savings account (TFSA), or chip away at your ...

Which states tax Social Security? Most states don't tax Social Security but some do. Here's which ones they are, and how they ...

Kindly clarify under what head of income each of the above receipts is to be declared in the Income Tax return and whether any exemption is applicable for any of the above receipts. Pensions can ...