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Financial Advice for South African Expats

INDEPENDENT FINANCIAL ADVICE FOR SOUTH AFRICAN EXPATS

Being a South African expat has its own challenges and complexities compared to expats from other countries.

At Valiant Wealth we are perfectly positioned as independent cross-border financial advisors to provide the best advice and guidance to South Africans living, working and reitiring abroad.

Whether you need help investing, saving for the future, tax efficient structures or need expert tax assistance then we can help.

Having lived and worked as a financial advisor in Cape Town for several years, Valiant Wealth director Tom Goold has a firm understanding of the South African financial and tax system and the best solutions for South African expats abroad.

 

INTERNATIONAL RETIREMENT PLANS

Our international retirement plan is a flexible and tax efficient savings vehicle for South African expats.

There are specific advantages to such a plan especially for South African expats who might one day return home. You can make one-off or ad-hoc payments, fund with cash or existing offshore assets. As a pension it can be accessed from age 50 as either a lump sum or income stream without the need to purchase an annuity.

As a tax efficient vehicle it is exempt from South African donations tax, there is no tax on interest or capital gains before benefits are taken and it is also exempt from estate duty meaning you can pass it on easily to your nominated heirs and beneficiaries.

 

Get in touch for a FREE consultation

We firmly believe that your location in the world should not be a barrier to receiving fair, independent and transparent financial advice that you can trust.

We work with clients across the globe and can offer you a FREE initial consultation wherever you are.

It all starts by getting in touch!

Simply complete the contact form and someone will be in touch for an informal chat to discuss how we can help.