Honest Money

Saving for Your Child’s Schooling Career and Transferring Unit Trusts to ETFs Within the Same Institute, Q&A With Warren Ingram


Listen Later

In today's episode, Warren Ingram does a Q&A on how to save for your child's schooling career from preschool to university, looking at education policies, using a TFSA or opening an investment in your child’s name. Warren also answers Gwen’s question on transferring unit trusts to ETFs within your tax-free investments via the same organisation and the implications this would have. 

Topics/ Questions:

  1. As a new parent, how would you approach saving for your child's schooling from preschool to university? 
  2. How does the process work when wanting to move a Unit Trust Tax-Free Investment to an ETF Tax-Free Investment within the same organization? What are the implications and how would this display on my tax certificate? 

Have any questions? Don’t forget to send questions through to our WhatsApp on (+27) 72 934 4218. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Send us a text

Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

...more
View all episodesView all episodes
Download on the App Store

Honest MoneyBy Warren Ingram

  • 5
  • 5
  • 5
  • 5
  • 5

5

9 ratings


More shows like Honest Money

View all
WorldWide Markets with Simon Brown by JustOneLap.com

WorldWide Markets with Simon Brown

19 Listeners

Be a Better Investor by Moneyweb Radio

Be a Better Investor

0 Listeners

The Money Show by Radio 702

The Money Show

35 Listeners

ChooseFI by ChooseFI

ChooseFI

5,132 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,085 Listeners

Modern Wisdom by Chris Williamson

Modern Wisdom

3,862 Listeners

The Gareth Cliff Show by The Real Network

The Gareth Cliff Show

66 Listeners

BizNews Radio by BizNews

BizNews Radio

16 Listeners

Investec Focus Radio SA by Investec

Investec Focus Radio SA

6 Listeners

SMWX by Sizwe Mpofu-Walsh

SMWX

12 Listeners

MoneywebNOW by Moneyweb Radio

MoneywebNOW

6 Listeners

A Bit of Optimism by Simon Sinek

A Bit of Optimism

2,141 Listeners

My Money My Lifestyle by My Money My Lifestyle

My Money My Lifestyle

0 Listeners

Ideas That Matter Podcast by Vusi Thembekwayo by Vusi Thembekwayo

Ideas That Matter Podcast by Vusi Thembekwayo

129 Listeners

History of South Africa podcast by Desmond Latham

History of South Africa podcast

115 Listeners