How we help
A fresh start with endless potential
Navigating your wealth across borders can be complex, but with the right guidance, it becomes a strategic advantage. Whether you’ve built your wealth overseas, in South Africa, or both, we specialize in creating a Global Plan that connects your overall financial picture. We take the time to understand your goals, residency plans, and cross-border obligations, allowing us to craft a holistic strategy that keeps your journey financially secured.
Whether you are emigrating, or working overseas on a fixed-term contract, you may have left behind investments that carry certain tax advantages in South Africa, but not in your current country of residence. These mismatches can create complexity, inefficiency, and even unexpected tax liabilities. We offer a number of tailored solutions to help you restructure or reposition these assets, so your wealth continues working efficiently, no matter where life takes you, including meeting the SA government’s ‘financial emigration’ rules and regulations.
Our approach focuses on aligning your investments, pensions, and savings across jurisdictions while using smart tax-deferral strategies to optimize global efficiency.
From continuous management of your remaining South African retirement plans, to minimizing double taxation and withholding taxes, we ensure your plans are not only compliant but designed to grow and protect your wealth.
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