Advice on cross-border financial planning and investing offshore

by Staff Writer | Apr 1, 2020

Moving money across borders is complex. There are many things to consider, such as tax laws, immigration, real estate and regulations. We spok...

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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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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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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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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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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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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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The war on South African expats continues

by Niel Pretorius | Aug 10, 2017

South Africans working abroad are already reeling at the proposed repeal of the foreign employment income tax exemption, which was recently pr...

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