Leon Bart Financial Advisory

Elevate your business legacy!

Join us on March 7th for a comprehensive Business Info Session at Alchemy FS Office.

Explore the synergy of strategic planning, tax compliance, and corporate governance in shaping a secure future for your loved ones.

Save the date and savour a complimentary harvest table and drinks.

Network, learn, and plan for success!

With a TFSA, you can save in a discretionary investment vehicle without this CGT burden when you decide to withdraw from the investment. The benefit may be small during the first few years, but for a long-term investment, as the value of the investment grows it becomes significant.

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COVID-19 and the effect on your Retirement Fund in 2021 | Leon Bart Financial Services From 01st March 2020, members of all Retirement funds have been entitled to a single tax deduction for the total contributions made to retirement funds.

It is important to note that at retirement you would need to find a balance between discretionary money (unrestricted, liquid savings) and retirement savings to further reduce your tax burden after retirement and to have liquidity.

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COVID-19 and the effect on your Retirement Fund in 2021 | Leon Bart Financial Services From 01st March 2020, members of all Retirement funds have been entitled to a single tax deduction for the total contributions made to retirement funds.

Individuals can contribute to an RA fund at any age and can choose to let their Retirement Annuity mature at any time from age 55.

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COVID-19 and the effect on your Retirement Fund in 2021 | Leon Bart Financial Services From 01st March 2020, members of all Retirement funds have been entitled to a single tax deduction for the total contributions made to retirement funds.

The ‘new generation’ RA funds are much more cost-effective, cost transparent and flexible than the traditional RA funds, and therefore provide an excellent method of reducing your Annual Tax burden – which is why it is consequently recommended.

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COVID-19 and the effect on your Retirement Fund in 2021 | Leon Bart Financial Services From 01st March 2020, members of all Retirement funds have been entitled to a single tax deduction for the total contributions made to retirement funds.

For individuals who do not participate in a Pension or Provident fund, or who want to make additional contributions in their own capacity, there is a Retirement Annuity.

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COVID-19 and the effect on your Retirement Fund in 2021 | Leon Bart Financial Services From 01st March 2020, members of all Retirement funds have been entitled to a single tax deduction for the total contributions made to retirement funds.

The wording is critical and getting it wrong can lead to hardship and even financial distress for the people left behind. Once you are dead, there is no opportunity to correct or amend something that is not clear.

Why the Importance of Your Last Will & Testament during COVID-19 with relevance to Your Estate?

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Why the Importance of Your Last Will & Testament during COVID-19 with relevance to Your Estate? | Leon Bart Financial Services It takes just a few minutes to make sure your Last Will is up to date and can make a world of a difference to your loved ones, especially during the COVID-19 pandemic.

The importance of having a well-structured Will & Testament going on holiday, and why it needs to be updated every year or at least with every life event that occurs.

Why the Importance of Your Last Will & Testament during COVID-19 with relevance to Your Estate?

Read more at:

Why the Importance of Your Last Will & Testament during COVID-19 with relevance to Your Estate? | Leon Bart Financial Services It takes just a few minutes to make sure your Last Will is up to date and can make a world of a difference to your loved ones, especially during the COVID-19 pandemic.