Budget 2026/27: What it means for your investments and retirement
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In this episode, Denver Keswell, Senior Legal Advisor, unpacks the key takeouts from the 2026/27 National Budget Speech and what they mean for your investments, retirement planning, and long‑term financial strategy. National Treasury’s latest proposals include higher tax‑free investment limits, increased retirement contribution deductions, and more generous capital gains tax exclusions, all designed to encourage disciplined saving and improve after‑tax outcomes for individuals.
We also explore updates to the global minimum tax framework and what it means for multinational companies, as well as practical implications for South Africans planning for retirement, managing living annuities, or navigating estate and business succession.
We also explore updates to the global minimum tax framework and what it means for multinational companies, as well as practical implications for South Africans planning for retirement, managing living annuities, or navigating estate and business succession.
