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…
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South Africa’s two-pot retirement system came into effect on 1 September 2024, marking a major shift in how retirement savings are managed, accessed, and preserved. Whether you’re living abroad or…
Relocating from South Africa and adjusting to life abroad can feel overwhelming, with an endless list of tasks to complete. From settling into a new culture to managing cross-border finances,…
If you’re a South African expat receiving pension or annuity income from back home, there’s good news: you may qualify for relief from South African income tax or even a…
Emigration is a significant life change, and along with packing boxes and saying goodbyes, you’ll need to address your financial portfolio. Specifically, what happens to your investments when you leave…
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…
If you’ve waved goodbye to South Africa permanently, and you’re currently in the process of wrapping up your financial and tax affairs from abroad, there’s a strong possibility you’re considering…
Planning to relocate from South Africa? Emigration can mark the start of a thrilling chapter for you, but amidst the whirlwind of logistics – visas, travel arrangements, settling into a…
Picture this: You’re living the expat life, enjoying the experience, the culture, and your new adventure. Nice, right? But when was the last time you thought about your retirement annuity…
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…