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Legal and tax tips

Legal&Tax Tips

Our Head of Legal Helpline, Michael Visser shares some helpful legal tips
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Tax Companion webinar

Our tax consultant Thembani Mtamo dives into your most frequently asked questions around the 2022 Tax Season. He covers the importance of submitting a return, even if you're under the threshold, supporting documents for claims, and much more.
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Tax return submission

Three ways to register as a taxpayer

Not sure how to register as a taxpayer? Our expert outlines three ways to make sure you're registered with the South African Revenue Service.
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Tito Mboweni

Unpacking the Supplementary Budget Speech 2020

Johan Swart, Head of Tax, gives us an overview of the supplementary budget delivered by Minister of Finance, Tito Mboweni, on 24 June 2020, detailing the adjustments to the national budget due to the impact of COVID-19 on the economy, tax revenue and expenditure.
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Understanding the Two Pot Retirement System Feature

Tax Implications for South Africans

South Africa's new Two-Pot Retirement System introduces flexible savings options along with significant tax implications, learn practical tips to protect your retirement fund
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Helping Eachother

Tax for Gogo and Gramps

There are very important financial and tax factors to keep in mind when approaching retirement, and thereafter.
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The Legal and Tax Side to Mental Health

If you have experienced mental health problems that are very severe, you might need to take disability leave, or even have to leave your job completely.
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Money on the global move

If you are wanting to send move your money outside of South Africa, this is called investing abroad. This process has very strict rules that you must follow or you will be breaking the law.
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Debt assist benefit

How Legal&Tax's Debt Assist benefit can help you

Smash your debt in 2022
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Starting your first job?

It’s important to be tax-wise from a young age. Tax manager Johan Swart tells us how to do just that.
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Last Will

Deceased estates and the law

Death is a difficult and emotional subject to handle. While we can’t take away the pain, we can make the experience a little easier by helping you prepare for the practical realities that need to be in place.
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Legal You July 2022 Feature

Legal & You July 2022

In our latest edition of Legal&You we shine a light on our nation's companions, domestic workers, and the laws that protect them, we discuss how to check if your funeral cover is through an authorised FSP, lastly we help you navigate through these colder months to keep the snacks to a minimum and your body healthy throughout. In honour of Mandela Day on 18 July we will be celebrating #67WaysWeAreYourCompanion.
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Upgrade: My Tax to Prestige+

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Health Care Plan

The comfort of knowing that you have reliable medical assistance, should you need it.
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Black Family

Your lifelong companion

This infographic clearly shows the area in which we can support you. Use our services as you grow and experience new challenges in your life. What stage of your life are you currently in?
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