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section-12j

Industry expresses disappointment at termination of Section 12J tax concessions

National Treasury announced in its 2021 Budget that the Section 12J tax incentive, introduced in 2008, will not be extended beyond its sunset date at the end June. What was National Treasury’s objectives of this decision and how did the industry react? “The review process for section 12J (venture capital companies) has concluded. Government introduced […]

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financial-advisor-plan

Is your succession plan in place and up to date?

Rarely does life or business play out as intended. This is not only true for your client base and their life story, but also for you as financial adviser. According to Allan Gray research, not having a succession plan is a common worry that keeps advisers up at night. More than 60% of independent financial […]

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policy-wordings

Policy wording – Disappointing outcome for client

Policy wording and its interpretation at claim time received increased airtime in the last few months as a result of various Business Interruption insurance claims. Although the courts have thus far ruled in favour of the insureds, with some appeals still pending, policy wording in terms and conditions have in many other cases also been […]

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