Piggy bank under a dollar blanket
Niel Pretorius
  Niel Pretorius   ● Jun 11, 2018

What to do with your living annuity when you retire abroad

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...

View article 
Front view of a London house
Bill Monty
  Bill Monty   ● Jun 7, 2018

In the UK, mortgage inaction is pickpocketing thousands of homeowners

We are currently in an interesting time within the British mortgage market cycle. According to figures produced by HM Land Registry in Februar...

View article 
Mike Abbott and Niel Pretorius
lady
  Staff Writer   ● May 16, 2018

Retiring tax-free in Portugal (for at least 10 years) - here’s how you do it

In a bid to resurrect itself after the 2008 financial crisis, Portugal has positioned itself to become a magnet for high net-worth individuals...

View article 
Dubai skyline
lady
  Staff Writer   ● Nov 10, 2017

Lessons learned on a trip to Dubai: South Africans take note

We’ve recently had the pleasure of making a trip to Dubai to meet the expat community there to discuss the recent tax changes in South Africa ...

View article 
Row of piggy banks
Niel Pretorius
  Niel Pretorius   ● Oct 20, 2017

Financial emigration: Transfer your RAs out of SA

If you’re a South African who is thinking about moving abroad, or who has already moved, you should consider financially emigrating. Among oth...

View article 
Row of suburban houses in the UK
Ian Henning
  Ian Henning   ● Oct 9, 2017

Bank of England overhauls mortgage affordability rates

The Bank of England (BoE) has recently announced an update to its affordability rule introduced in 2014. This change will mean that a huge swa...

View article 
Saving money investing piggy bank
Ian Henning
  Ian Henning   ● Oct 2, 2017

Limited company owners: What to do with your lazy cash

What a busy few years it has been with all the tax changes coming in. For a lot of limited company directors/contractors what it has meant is ...

View article 
Key in a door with a house keychain
lady
  Staff Writer   ● Sep 27, 2017

Remortgage, anyone?

With interest rates at record lows in the UK and the Bank of England warning last week that rates will rise sooner than markets predict, now c...

View article 
A magnifying glass over a contract
Bill Monty
  Bill Monty   ● Sep 25, 2017

Group life cover: Why to worry about your lifetime allowance

One of the key benefits of choosing to work for an employer, apart from the obvious salary incentive, is becoming part of their employer group...

View article 

Cyber Essentials

Our Cyber Essentials certification reflects our ongoing commitment to cybersecurity best practices, ensuring that we safeguard sensitive data and operate with a high level of digital integrity.