Trust distributions to beneficiaries living offshore can be particularly complex, but it is in your interest to know what the legal requirements are when the beneficiary of an inter vivos…
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Preservation funds are being brought in line with retirement annuities when a member emigrates prior to the retirement date. At the moment, a member of a retirement annuity can access…
South African living abroad? Here’s what you need to know if you’re the beneficiary of a family trust. Family trusts are popular financial vehicles for parents to ensure their loved…
There’s a cap on the amount you’re allowed to move out of the country. Here’s what you need to know about your foreign investment allowance. What is the South African…
If you have made the decision to move to Australia, whether to temporarily take up a new job, or to move permanently, you’ll be pleased to know that banking in…
South Africans invest money abroad for many reasons. The first reason is that SA expats residing abroad wish to withdraw their South African money and invest it in their new…
The Cayman Island’s is a world-renowned tax haven and has always been a popular destination for expats – offering sunshine, secluded beaches and, of course, tax exemptions. The standards of…
What are the annual transfer limits? There are two principal allowances available and it’s worth noting that exchange control permits spouses to move funds between each other for the purpose…
We’ve received a lot of puzzled stares when mentioning our company name to people in the past. It’s sometimes hard to reconcile a brand which seems so footloose and fancy…