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Retirement & Tax
Retirement savings, two-pot, tax-free savings and making the most of the tax year.
Retirement Annuity or Tax-Free Savings Account: Which Should Come First?
Both offer powerful tax benefits, but they work very differently. How a retirement annuity and a tax-free savings account compare, and how to decide where your next rand should go.
Team Writer
2 days ago2 min read
Your Tax Year-End Checklist: Make the Most of It Before 28 February
The 2026/27 tax year ends on 28 February 2027. Several key allowances increased this year, and most of them don't roll over. Here is what to use before then.
Team Writer
Oct 272 min read
Two-Pot Withdrawals: What They Really Cost You
A savings-pot withdrawal can feel like free money. Here is what it really costs in tax, fees and lost growth, and when it might still make sense.
Team Writer
Oct 62 min read
Your Year-End Bonus: A Smart, Halaal-Conscious Plan Before You Spend It
Your year-end bonus is one of the few lump sums you get each year. Here is a simple, halaal-conscious order of priorities to make it count before it disappears in January.
Team Writer
Sep 303 min read
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