Inheriting a South African living annuity can be tricky, especially if you’re living abroad. With complex tax laws, estate duties, and exchange control regulations, it’s easy to get lost in…
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For many soon-to-be retirees, a big decision is looming on the horizon: living or life annuity when converting your retirement annuity to provide an income for the next chapter of…
Are you considering retiring under sunny skies abroad while receiving income from your South African living annuity? Sounds idyllic! But hold on, there’s a potential tax hurdle you’ll need to…
One of the biggest concerns for potential emigrants from South Africa is obviously – “what happens to my retirement savings if I leave the country?” This question can only be…
What happens when you reach the official legislative retirement age of 55? If you’re ready to stop working and you’ve saved enough in a retirement annuity, pension, or provident fund,…