SA’s Retail Distribution Review – important changes
by Staff Writer | Mar 5, 2019
The Retail Distribution Review (RDR) will change the South African financial advice industry in fundamental ways. The shift to a client-focuse...
Read moreAccess your RA before you're 55 via financial emigration
by Niel Pretorius | Oct 18, 2018
South Africans who have already emigrated, or are thinking of doing so, have probably heard of the process of financial emigration. This proce...
Read moreAre you a UK contractor? Maximise tax-efficiency by using your pension
by Bill Monty | Sep 25, 2018
As a business owner, you understand the importance of planning ahead and that making the right decisions can translate into profits for your b...
Read moreAre you a UK contractor? Here’s how to get your mortgage approved
by Staff Writer | Sep 12, 2018
Being a contractor in the UK comes with significant advantages, such as a higher earning potential, flexibility and independence. Unfortunatel...
Read moreDon't live in the UK? Receive your rental income tax-free
by Ian Henning | Jul 12, 2018
Investing in a UK property can be a great way to secure an income stream, but the taxation surrounding rental income is steep and things can g...
Read moreUK pensions: Between a QROP and a hard place? Or is it a damp SIPP?
by Niel Pretorius | Jun 21, 2018
Those who have worked in the UK for a few years, and then left to live elsewhere, will know just how hard it is to make sure your UK pension i...
Read moreCommon mistakes that first-time homebuyers make
by Ian Henning | Jun 12, 2018
The UK mortgage market is large and complex with numerous lenders and options available to a buyer. This can make it an especially daunting pl...
Read moreThe unintended consequences of offshore trusts – an SA-UK perspective
by Niel Pretorius | Jun 12, 2018
A number of South African residents have set up foreign trusts as they look to mitigate their risks that are peculiar to South Africa, be it p...
Read moreWhat to do with your living annuity when you retire abroad
by Niel Pretorius | Jun 11, 2018
If you have a living annuity in South Africa but no longer live in The Republic, you will need to make sure that you plan accordingly to minim...
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