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South Africa represents less than one percent of the world economy and restricting yourself to local investments means you will miss the opportunity to invest in some of the biggest and most successful businesses and markets in the world.

When investing offshore, there are key benefits like offshore diversification and protection against local inflation; and obstacles to consider, including exchange control rules and having access to capital when needed.

Investing in an International Wrapper or Endowment

An international wrapper or endowment can address many tax and estate planning issues for South Africans investing abroad, including:

  • Income Tax Benefits: Income tax rate is 0% rather than at one’s marginal tax rate of up to 45%
  • CGT Tax Benefits: Maximum capital gains tax rate of 12% versus 18%
  • Legacy Planning Benefits: You can nominate a beneficiary for the investment or create a joint account
  • Estate Planning Benefits: No Executor’s fees will apply on death which is a saving of up to 4.03%


See our webinar presentation below where we discuss how International Wrappers and Endowments help our clients to invest offshore in the most efficient manner:

Watch our webinar Presentation SlidesPresentation Slides

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