More South African families now have children and grandchildren living abroad. That makes it vital to understand how your investment structure and decisions affect both you and the loved ones you plan to provide for.
In our upcoming webinar, Financial Planning for the Global Family, we cover the following:
Topics that will be covered:
- Offshore beneficiaries – How should I structure my portfolio as an SA tax resident when my beneficiaries live abroad?
- Emigration implications – What happens to my investments if I need to leave South Africa in future?
- Exit tax – What is exit tax, and how could it affect me or my children?
- Living annuities – Can I reclaim SA tax on my annuity income if I become non-resident for tax purposes?
- Legacy strategies – Can I safely pass wealth on to my children or grandchildren while I’m still alive?
During the session, we will also answer questions submitted during registration.
Topic: Tax-efficient Strategies for Retirement
Date: Tuesday, 11 November 2026
Time: 11:00 to 11:45
Format: Microsoft Teams Webinar
Submit your questions during registration and we’ll prioritise the most common themes during the session.
We look forward to having you join us for these informative sessions.
Registration: Click here
