Financial emigration is a big decision with big consequences, but how do you know if it’s right for you? It’s also an extremely personal decision, that depends on a variety…
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With that 1 March 2020 commencement date literally just around the corner, and the new tax 2020 season about to kick off, South Africans living and working abroad are getting…
As a South African living abroad, the possibility of a South African-sourced inheritance is likely something you’ll have to consider at some point especially if you’ve got relatives living back…
Retirement annuities (RAs) are designed with long-term saving in mind. Legislation surrounding the governance of RAs is extremely strict, and access to the funds in your retirement annuity is tightly…
Chances are that you’ve just been plugging away at your retirement annuity savings without much thought since you signed up for that retirement policy with Old Mutual when you first…
With impending changes to the Income Tax Act for South Africans living and working abroad (#ExpatTax2020), many are considering their options in the face of being taxed up to 45%…
Can I withdraw my pension fund? What are the rules around pension fund withdrawals in South Africa? Will I have to pay tax on my pension fund withdrawal? If you’ve…
With the topic of “expat tax” getting so much airtime in the news and around the office watercooler recently, we’ve seen a lot of uncertainty and misconceptions spreading around the…
Not so long ago, the term “Blocked Rand Account” was used when talking about the special account that was for asset allocation upon financial emigration from South Africa. A South…
The good news is that you are entitled to cash in your retirement annuity if you have emigrated from South Africa. You may have left South Africa a couple of…