Tag Archives: #InvestmentPlanningTips

Is a managed fund worth it?

Managed Fund   Whether a managed fund is worth it depends on various factors and individual preferences. Here are some considerations to help you evaluate the worth of a managed fund: 1. Professional Expertise: These funds are typically managed by professional fund managers who have expertise in investment strategies and market analysis. If you lack… Read More »

Wealth Tax Planning

Wealth Tax Planning   Wealth tax planning involves strategies and techniques aimed at minimizing the impact of wealth taxes imposed by certain countries on individuals’ net assets or wealth. It is important to note that wealth taxes are not levied in all jurisdictions, and their applicability and specific rules vary from country to country. Here… Read More »