TAX-FREE SAVINGS
Introduction
Tax-Free Savings plans are a simple and tax-efficient savings solution that provides returns that are completely tax-free. There are annual and lifetime contribution limits in place, meaning that tax benefits is greatly enhanced the earlier one invests.
Benefits
- All growth on this investment is completely tax-free but is subject to legislated contribution limits.
- Customise your investment portfolio to your needs, financial circumstances and risk appetite.
- All fees levied are completely transparent.
- No Initial Administration Fees – No initial administration fees are levied on this investment.
- Low Annual Administration Fees.
- Access to your money (Important Note: Your annual and lifetime contributions will not be reinstated if you withdraw your investment).
- Financial Advisors – You may choose to appoint a Financial Advisor (if required).
- Regular Reporting – We provide regular and easy to understand investment reports.
- For a comprehensive overview, please refer to the Tax-Free Savings Plan Information Document, available in the Forms and Documents section.
“Because with us, it’s all about the journey.”
Fairtree Private Client (Pty) Ltd is an Authorised Financial Services Provider. (FSP 12179)
