Posts Tagged ‘Anthony Palmer’

Carrick Wealth further expands with launch of specialist fiduciary planning division

Leading South African wealth and investment advisory firm, Carrick Wealth, has further expanded its offering with specialist fiduciary and planning services under the banner of its newly launched Carrick Consult division. Already one of the fastest-growing wealth and investment advisory firms on the African continent, this multiple-award-winning group has recently aggressively been enhancing and expanding…

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Why discerning property investors choose Berlin

Berlin is bursting at the seams with energy, innovation, technology, people and economic growth. It also offers property investors unprecedented opportunities. Some call it the bargain of the century. Throughout the ages famous people from Frederick the Great to Albert Einstein, Marlene Dietrich and the playwright Bertolt Brecht, among many others, have called Berlin home.…

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The Power of Income Notes in an Investment Portfolio

For me as head of Carrick Wealth’s Investment Strategy, it is really satisfying when a key building block in our portfolio construction performs as planned during a market selloff. This building block is called an income note which is a subset of the broader category of structured notes. Historically used by ultra-high-net-worth individuals and family…

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Death, Tax and more Tax

Unfortunately for South Africans, after death and taxes a third certainty affecting us is our ever-increasing tax rates. With the budget speech around the corner, tax increases are again front of mind. It is no wonder then that our investment decisions are so often driven by an overwhelming desire to save taxes. Enter Section 12J…

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