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…
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Can SARS tax you on your way out the door? Yes, but not on everything, and not in the way most people expect. The South African exit tax is a…
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,…
Leaving South Africa is rarely just one decision. It’s many smaller decisions made while packing up a life. Like which visa to apply for and what to do with the…
Don’t let your family inherit a legal headache in two countries. If your assets sit in two countries, having a single will may be setting your family up for exactly…
If you live abroad and are due an inheritance from a South African estate, you may be surprised to learn that the slowest part of the process is often not…
When one partner leaves South Africa before the other, the two of you end up with different tax residency statuses. That mismatch brings real financial planning risks. It affects the…
When a South African expat permanently returns to South Africa, it has important tax consequences. This is especially relevant to expats with foreign income. It will also affect anyone with…
For many South Africans living abroad, ceasing South African tax residency feels like a clear milestone that’s naturally achievable. You’ve moved overseas, started a new job, opened local bank accounts…
For many South Africans moving overseas, deciding what to do with the family home is one of the biggest financial decisions in the emigration process. Some people sell property in…