Before You Emigrate: Secure Your Wealth Checklist Before you Leave.
If you answered “No” to 3 or more of the questions below, your wealth is not fully protected. Get in touch with me and secure your no obligation introduction call.
| Question | Yes | No |
|---|---|---|
| Do you have a tax clearance certificate for emigration or foreign investment? | ||
| Are your South African retirement funds aligned with your emigration plan? | ||
| Do you know which of your current investments will trigger capital gains tax on exit? | ||
| Have you set up an offshore investment structure in your new country or neutral jurisdiction? | ||
| Is your will valid in both South Africa and your new country? | ||
| Have you ensured your offshore assets are protected from future South African regulations? | ||
| Are you compliant with both SARS and foreign tax reporting (e.g., CRS/FATCA)? | ||
| Do you have an offshore banking or custody account ready to receive transferred assets? | ||
| Have you planned how to move Rands offshore without triggering penalties or delays? | ||
| Have you stress-tested your portfolio against currency, jurisdiction, and liquidity risks? |
About
I provide individual investment and wealth management services for private clients and companies. I've been trusted by clients, large and small to manage, and preserve their wealth. How can I help you with yours?