Expat Service for South Africans in the USA
We have offices in the UK, France, Netherlands, Canada, USA, Australia and South Africa.
A summary of our services is listed below:
-
Releasing “stranded assets”: bring your pension funds, endowments and other SA based savings out of the country legally and safely.
-
Managing what you have left behind: if you have assets back in SA that you want to leave there, we can manage them for you through our SA regulated company.
-
Replacing SA Life insurance: if you continue to pay for SA based life insurance it may be subject to tax in the USA; we can replace this cost-effectively with a tax-qualified US plan.
-
FATCA: If you hold assets such as investment accounts, mutual funds etc., outside the USA they will be subject to the Foreign Account Tax Compliance Act.
-
Favourable FX currency services through our relationship with Clear Treasury.
-
US IRA/401K and domestic investment account advice and on-going management.
We have qualified advisers both here in the USA and back in South Africa who can help and advise on any of the above services.
