South African expats

Click on the links below to access our support material for your South African expat clients. Whether they need your help with trusts, retirement planning, or advice on moving to a new country – we have information that may be of use.

  • Retirement planning - a client-facing guide to investment and retirement planning for future South African residents.
  • Trust planning – material to support your trust planning discussions with your clients - includes videos, case studies, adviser testimonials, a handy decision tree and more. However, trusts may not be suitable for all clients. There are many different factors to take into consideration, such as where the client is resident and domiciled, as trusts are not recognised in every jurisdiction.
  • Tax information for South Africa - an overview of the taxation of a life assurance or capital redemption bond held by a South African resident.
  • South African trusts - an overview of South African trusts

Please Note