The new Financial Emigration process post 1 March 2021 requires you to prove non-residency for an uninterrupted period of three years before you can encash your pension or retirement annuity funds.
THE FOLLOWING IS A SUMMARY OF THE FUNDS YOU MAY TRANSFER OFFSHORE AS PART OF YOUR FINANCIAL EMIGRATION
Any proceeds of your retirement annuity, before age 55.
South African source inheritance.
Any proceeds of assets (must be declared in your emigration application).
All passive income (this includes rental income, salary, dividends, director’s fees, and income from discretionary or vesting trusts).
Any proceeds from a third party life policy.
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About Us
Our experienced team helps individuals and families navigate the complex process of relocating their financial assets abroad. Our mission is to provide you with peace of mind and a smooth transition to your new financial home.
Thank you for choosing us – We look forward to serving you!
