PCH Wealth Management News

INTELLIDEX AWARDS ANNOUNCE SOUTH AFRICA'S TOP PRIVATE BANKS & WEALTH MANAGERS

July 11, 2019

 The 2019 Intellidex Top Private Banks and Wealth Managers Awards, held in Johannesburg recently, has established itself as SA’s leading assessment of the industry. Private Client Holdings put in a stellar performance in its first year of entry, taking second position overall in the Top Wealth Manager Boutiques in South Africa.   

PCT RETIREMENT BENEFITS UPON DEATH - David Knott

February 07, 2019

Be warned – your retirement benefits may not end up where you plan. If you are formally employed you might have been required to join your companies contracted retirement scheme, and they would have asked you to nominate a beneficiary for the proceeds in case you die before retirement.  

IS YOUR FINANCIAL ADVISOR COMPLIANT? - Nicola Langbride

February 05, 2019

An avalanche of regulations governing the wealth management arena in South Africa means that wealth managers have had to adapt their business models to remain compliant.

WEALTH INVESTMENT PROSPERITY RETIREMENT PLANNING FOR AGE GAP COUPLES - Mark MacSymon

January 09, 2019

Planning for retirement is tough enough for couples who are roughly of equal age. Couples whose ages differ more widely face additional hurdles, writes Mark Bechard.

PRIVATE CLIENTS LISTS ON JSE - Grant Alexander

December 04, 2018

Private Client Holdings has announced that their PrivateClient Global Growth Portfolio AMC (Actively Managed Certificate) has been listed on the Johannesburg Stock Exchange.

5 COMMON TAX QUESTIONS REGARDING INVESTMENT PROPERTY - Jeremy Burman

November 08, 2018

People frequently make decisions regarding property investments without a full understanding of the tax implications involved. 

THE VAT TRAP - Jeremy Burman

October 17, 2018

Did you know that the threshold of turnover for compulsory registration as a VAT vendor currently sits at R 1 million for any consecutive 12 month period? 

A FOREIGN ESTATE REQUIRES CAREFUL PLANNING - DAVID KNOTT

January 04, 2018

With the relaxation of South African Foreign Exchange Controls and more investors seeking to diversify risk, many are creating offshore estates. 

SHOULD YOU REGISTER FIXED PROPERTY IN A TRUST? - David Knott

October 03, 2018

In previous years it certainly made good estate planning sense when purchasing fixed property, either a residence, a holiday home or business premises to register this property in an inter vivos trust. 

THE REALITY OF WHEN SOUTH AFRICANS CAN EXPECT TO RETIRE - Jacques Brown

September 18, 2018

According to popular adverts making the rounds on TV and radio the first person to live to 200 has already been born.  

KISS AND DONT TELL - David Knott

September 05, 2018

In the fiduciary world practitioners are often confronted by long-winded Last Wills and Testaments, which clients can barely understand...

WHY THE DRAFT BILL PERTAINING TO LIVING WILLS IS AN IMPORTANT ONE - David Knott

July 31, 2018

A draft National Health Amendment Bill is to be introduced to parliament that will explicitly allow for living wills to be recognised and enforced.

PREPARING FOR ANNUAL HOLIDAYS - David Knott

August 14, 2018

With Spring on the horizon, thoughts naturally turn towards the annual year-end holiday and preparing for this much looked-forward-to break that heralds the end of one year and the start of a fresh new one.

TAX IMPLICATIONS OF WORKING OVERSEAS - Jeremy Burman

June 04, 2018

It is a common misconception that if a South African is living and working overseas they do not have to pay any South African income tax on their earnings.

10 KEY QUESTIONS TO ASK YOUR TAX PRACTITIONER - Jeremy Burman

April 30, 2018

Many people are baffled by tax and often terrified by any mention of SARS and tax returns. 

ADVICE FOR PROVISIONAL TAXPAYERS WHO HAVE MISSED THE TAX DEADLINE - Jeremy Burman

March 19, 2018

Are you a provisional taxpayer who recently awoke in the dead of night in a cold sweat with the realisation that you missed the 28 February 2018 provisional tax deadline? 

HAVE YOU PRACTISED DYING? - David Knott

March 04, 2018

Have you considered what would happen if you met your demise on the way home from work this evening?  

THE ORIGIN OF TRUST COMPANIES – A SOUTH AFRICAN BEGINNING - David Knott

February 01, 2018

Trust Companies, together with law and accountancy practices, fulfill a meaningful role in providing fiduciary services to all, but few may know that Trust Companies originated in the Cape about 180 years ago. 

THE DIGITAL AGE AND PASSWORDS – IS YOUR EXECUTOR EQUIPPED TO HANDLE YOUR AFFAIRS? - DAVID KNOTT

January 07, 2018

The digital age is upon us and no aspect of life – or death - remains unaffected. 

DEATH & MARRIAGE - David Knott

July 02, 2018

For most people the words “death” and “marriage” do not belong together in the same conversation. 

PROPERTY OWNERSHIP ADVICE - David Knott

September 27, 2018

According to popular adverts making the rounds on TV and radio the first person to live to 200 has already been born.  

Please reload

pin.png
  • PCH

Disclaimer   |   © 2018 Private Client Holdings

Private Client Holdings is an authorised Financial Services Provider.

The licences we hold with the Financial Services Board are:

Private Client Holdings – FSP 613

Private Client Portfolios – FSP 399 78

Private Client Wealth Management – FSP 399 79