So, you’re thinking about moving abroad and retiring there? That’s awesome! But before you decide, let’s talk about something important: your retirement savings. You’ve worked hard for that money, right?…
Read More
As a South African expat, staying informed about changes in your home country’s financial landscape is crucial, especially when it comes to your hard-earned retirement savings. The recent introduction of…
Clarifying the three-year rule – you don’t need to wait three years to tax emigrate after relocating
Despite having been in effect for a number of years already, there is a fair amount of uncertainty about how tax emigration and retirement annuity withdrawals work in South Africa,…
It’s a question we hear frequently, whether from long-time expats or would-be emigrants: What should we do with our South African retirement annuities once we live abroad? What are our…
For many South Africans, the dream of relocating to a new country becomes a real possibility around retirement age. With changing life circumstances, a move abroad can be an exciting…
Leaving South Africa for a new adventure is exciting, but worrying about your hard-earned assets and investments can dampen your mood. This guide explains what happens to your assets when…
As you plan your financial migration as part of your permanent relocation from South Africa, you’re probably wondering what you should do with your retirement annuity. It’s a big decision…
The idea of leaving South Africa permanently for a new adventure abroad is an exciting prospect. Yet, amidst the packing and planning, the reality of having to navigate the complexities…
By now, like most people, you probably already know that retirement annuities are one of the most tax efficient ways to save for your golden years. You probably also know…
Permanently relocating from South Africa to another country is a huge, life-altering decision that triggers a complex web of logistical and emotional challenges. Among these challenges, proper management of your…