Liberty | The taxman has an eye on your investments

Liberty Newsletter April 2017	The impact that the new tax regulations have on your investments
	Lees dié nuusbrief in Afrikaans

The taxman has an eye on your investments

You must have read the news about the 2017 Budget Speech, but do you realise the impact that the new tax regulations have on your investments in trusts? Trusts have become increasingly less attractive as an estate planning tool, while tax-efficient savings products have become more important as part of a holistic financial plan. Higher investment taxes also affect retirees living off their capital and we encourage our customers in retirement to review their investment income.

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The information contained in this communication, including attachments, is not to be construed as advice in terms of the Financial Advisory and Intermediary Services Act of 2002 ("FAIS") as the writer is neither an appointed representative of Liberty, nor a licensed financial services provider as contemplated in FAIS. Please consult your financial adviser should you require advice of a financial nature and/or intermediary services.