We specialise in:

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Annual foreign allowance transfers (both R1 million and R10 million)

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Transferring South African RAs and other pensions abroad

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Transferring South African inheritances offshore

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Setting up South African bank accounts

Get in touch with our financial emigration specialists

The key benefits of our RA encashment service include:

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Trusted

We are registered with the FCSA (South Africa) and HMRC (UK).

Experienced

We are an established player in the financial services and immigration industries.

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Individual service

You will have a dedicated specialist who will take care of you throughout the process.

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Tax services

Experienced tax experts will ensure that we find the most tax-efficient solution possible.

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Easy withdrawals

Our good relationship with insurance houses will ensure a straightforward fund withdrawal.

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Forex experts

You will have access to great currency rates when you transfer your funds abroad.

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Investment advice

Our wealth division can help you invest your funds in the UK or anywhere else.

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Complimentary report

Receive a report on your position with regard to financial emigration and pension recovery.

Meet Lisa

Lisa left South Africa a few years ago and settled in the UK with her family. She has been very happy with the move, but she was forced to leave some financial assets in South Africa.

Lisa thought that these assets were unrecoverable and impossible to access.

Lisa's remaining assets:

Retirement policies

Bank account

A small apartment her parents live in

What Lisa didn’t know is that the South African Reserve Bank implemented a law change in 2008 that allows South Africans who have financially emigrated the ability to access their retirement savings before the age of 55.

Lisa can keep her property in South Africa and still proceed with her financial emigration.

How financial emigration helped Lisa:

1

We conducted initial assessment to confirm the number and value of her policies and any tax implications.

2

We applied to change her resident status with the SARB to that of a non-resident.

3

We set up a non-resident bank account for her to receive the RA proceeds and continue to finance the property maintenance.

4

We facilitated a straightforward fund withdrawal utilising our solid relationships with South Africa’s insurance houses.

5

Lisa transferred her retirement fund proceeds to the UK, where she has re-invested for her family’s future.

6

She is now able to receive future inheritance from South Africa, which she can easily transfer.

7

As her whole family were included in the same application, it will be also easier for her children to receive any future inheritance.

The Result

Lisa recovered all her retirement policies in South Africa and has successfully financially emigrated.

Her financial affairs are now in line with her intentions to permanently live overseas.

Assessment

Get started with your online assessment:

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