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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The 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...

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What 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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In the UK, mortgage inaction is pickpocketing thousands of homeowners

by Bill Monty | Jun 7, 2018

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

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

by Staff Writer | May 16, 2018

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

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

by Mike Abbott | Nov 10, 2017

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 ...

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Financial emigration: Transfer your RAs out of SA

by Niel Pretorius | Oct 20, 2017

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

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Bank of England overhauls mortgage affordability rates

by Ian Henning | Oct 9, 2017

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...

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