Savings and Investment Planning
Tax Free Investment
A flexible investment that gives you tax free investment growth.
Endowment
Due to its tax benefits is highly recommendable for investors with a marginal tax rate of more than 30%. Another benefit is that endowment can still be used as a good estate planning tool.
Unit Trusts
A flexible investment that you can customise to your needs. Tax implication is that individual are taxed as per their tax table. Highly recommendable for investors with a marginal tax rate of less than 30%. Not a good tool as far as estate planning is concern.
