How we help
A fresh start with endless potential
South Africans move abroad for a multitude of reasons: a new job, the search for adventure or the pursuit of a better quality of life. As you settle into your new life, it’s time to focus on securing your financial future. When you’re in another country with different rules and regulations, it can be hard to know where to start, but that’s where we come in.
With a team based in South Africa and offices around the world, we’re well-placed to help you manage the cross-border complexities of your finances. Our expertise gives you the confidence to focus on your life overseas, your career and whatever comes next.
How we help
Crossing borders with confidence
Secure your future
As part of your move, you must determine your tax residency status in both countries, as this will impact how your income and worldwide assets are taxed. If you haven’t already, we’ll familiarise you with the UK to South Africa DTA to avoid being taxed twice on the same income.
Timing is everything
Even though you’re living a new life overseas, you still have worries about the Rand weakening, affecting the value of savings or investments held in South Africa. If it’s a service that’s needed, we’ll help you time any transfers and carefully consider when we make investment decisions.
Plan your retirement
Whether you’re unsure about how and when you can access your pension, worried about the three-year waiting period, or trying to understand the tax implications in South Africa and your new country of residence, it can all feel overwhelming. We’re here to help you make sense of it all.
Watch and listen
Real experiences, just like yours
of clients believe working with us has helped or will help them achieve their financial goals
who answered definitively said they'd recommend us to a family, friends, or work associates
of those who said they'd recommend us said they have done so already in the last 12 months alone