How to protect an inheritance from break-ups – Mary Holm
I would think about it as a retirement fund, which would immediately benefit you because you would no longer have to save as much for that purpose (keeping the KiwiSaver contributions going, of course, to the extent they are matched by your employer or Government). The original writer should of course get legal advice of […]
Ex Files with Jeremy Sutton: How to protect your inheritance during relationship troubles
The best thing you can do to protect your inheritance is to open a new bank account and have the inheritance paid into that account. No other transfers should be made into the account to ensure there is no intermingling with any relationship property funds, and it is important to be aware that any money […]
Redeeming equity funds? Here’s how to track gains before withdrawal
I want to redeem equity mutual funds this financial year but keep gains under ₹1.25 lakh to avoid capital gains tax. How can I check the split between principal and gains before withdrawing? Is there a portal, app or website for easy calculation? —Name withheld on request While there is no specific portal or app […]
How to create a fool-proof will to ensure a smooth inheritance
“This experience made me realise how important it is to create a will. It took me more than two years to get all assets transferred in my name,” says Chopra. There is no official data on how many people have created a will in India. In an independent survey of 467 people, online will-making platform […]