A leading provider of expat financial services and wealth management services across Asia.

workplace-pensions-are-at-risk-and-so-is-the-uk-s-lifeboat-fund

Workplace Pensions Are At Risk… And So Is The Uk’s Lifeboat Fund

Former UK pensions minister Steve Webb, who made headlines back in 2014 when pension freedoms were introduced by suggesting that it was ok for pensioners to blow their pensions on a Lamborghini, has issued a warning about the fragility of the UK’s Pension Protection Fund. The Pension Protection Fund is frequently described as a ‘lifeboat’…

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Working Into Your Seventies: Lifestyle Choice Or No Choice?

Recent figures show that record numbers of people in their seventies are continuing to work. Rest Less, a website which describes itself as a ‘digital community for the over 50s’ recently analysed figures from the UK’s Office for National Statistics and found that the number of over 70s in employment has risen by 135% over…

financial-planning-for-south-african-expats-tax-mitigation-strategies

Financial Planning For South African Expats: Tax Mitigation Strategies

The 2020 reforms to the South African Income Tax Act removed the exemption on tax on foreign income for many South Africans living abroad, exposing them to a new tax liability. This has caused many expats to seek legal tax mitigation solutions. With financial emigration a last resort solution which is unsuited to the majority…

financial-planning-for-south-african-expats-financial-emigration

Expat financial advice, Financial Planning For South African Expats: Financial Emigration

Most South Africans living abroad will be aware of reforms to the so-called ‘expat tax’ introduced this year by the South African Revenue Service (SARS). Until March 2020, income earned in a foreign country by South African expats was not subject to South African tax providing certain conditions were met with regards to residency and…

financial-planning-for-south-african-expats-double-taxation-agreements

Financial Planning For South African Expats: Double Taxation Agreements

With the removal of the exemption from tax on foreign income as of 1st March 2020 many South African expats have been drawn into the South African Revenue Service’s (SARS) net. Any South African classed as non-resident according to the ordinary residence and physical presence tests will now be taxed at the relevant marginal tax…

how-to-work-out-if-you-are-tax-resident-in-south-africa

How To Work Out If You Are Tax Resident In South Africa

South African expats can find it confusing to work out whether they are South African residents. This has become particularly pertinent in 2020 following changes to the so-called expat tax which have removed the exemption from tax on foreign income for South Africans living abroad. The South African Revenue Service (SARS) assesses liability for tax…