Avoiding expat tax – financial emigration isn’t always the answer

by Niel Pretorius | Mar 12, 2019

Some tax practitioners and financial advisors are saying that financial emigration is the only requirement to avoid the “expat tax”. We’re set...

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SA’s Retail Distribution Review – important changes

by Mike Abbott | 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...

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Access 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...

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Are 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...

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Are 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...

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The hidden dangers of not having a will in the UK

by Sherron Alexander-Bedingfield | Sep 7, 2018

More than two thirds of people in the UK do not have a will, even though they know that they should. Unfortunately, dying without a will can ...

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Don'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...

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UK 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...

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Common 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...

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