If you have left the country and want to cash in your South African retirement annuity (RA), you have probably run into the “3-year rule”. It is one of the…
Read More
You can close a bank account and cancel a medical aid before you board the plane. But your South African retirement annuity is different. It stays exactly where it is,…
Many South Africans who have settled overseas for good want to tidy up their finances and move their South African retirement funds offshore. But the introduction of the two-pot retirement…
Packing up your life to move abroad is a massive adventure, but it comes with a checklist of complex financial decisions. Whether you’re swapping a braai on the Highveld for…
If there is one thing we have learned from helping thousands of South Africans abroad, it is this: life does not wait for the paperwork to catch up. Too often,…
Thinking about moving overseas but worried about what will happen to your retirement savings? You’re not alone. One of the biggest questions South Africans ask when planning to emigrate is:…
If you’re a South African expat, you’ve probably got more than one loose end left back home – especially when it comes to your retirement savings. Whether we’re talking retirement…
If you’re a South African expat planning to withdraw your retirement annuity, there’s an important regulatory change you need to know about. The South African Revenue Service (SARS) has introduced…
When planning your emigration from South Africa, fun and exciting tasks can come with your move, such as picking a new home, finding the right job that makes it worth…
Is your estate plan truly secure? Do you know precisely where your assets will go? The answer often lies in the details, specifically, your beneficiary nominations. While estate planning in…