Maintaining good health goes beyond simply feeling well—it’s about ensuring your body operates at its peak. Routine health screenings play a crucial role in identifying potential concerns early, enabling prompt action. Key tests to track …
At a glance In this edition, we focus on marriage, marital property regimes and its impact on financial planning. We often find that clients are not aware of the practical impact their marriage regimes have …
Climate Change and the Shifting Landscape of Insurance The insurance industry thrives on predictability, but what happens when unpredictability becomes the new normal? Climate change is no longer a distant concern—it’s a disruptive force shaping …
A distribution from a South African Trust to an Offshore Trust is subject to specific conditions: Trustees must seek tax advice before implementing a trust-to-trust distribution. Given the high volume of inquiries on this matter, …
ADVISER INSIGHT | 23 APR, 2025 Situs tax: A hidden risk for offshore investors In the US it usually takes two years to sort out a client’s situs tax, whereas a South African estate could be …
The South African Revenue Service (SARS) has recently announced significant changes for the upcoming Filing Season. To enhance convenience and ease for taxpayers, SARS will expand the auto-assessment process to include a larger number of …
The South African Revenue Service (SARS) has recently announced significant changes for the upcoming Filing Season. To enhance convenience and ease for taxpayers, SARS will expand the auto-assessment process to include a larger number of …
Adviser profile | 21 May, 2024 Advisers, meet Michael Papageorge The director of Helfin Financial Services (who doubles as a macaw breeder and beekeeper) believes one shouldn’t take uncalculated risks – especially with other people’s …
In a recent article by André Daniels in Polity ZA, it was reported that the South African Revenue Service (SARS) has escalated its efforts to enforce tax compliance. Specifically, SARS is issuing criminal summons against …
Direct versus Feeder Funds As a South African investor, there are a number of ways to gain offshore exposure, namely investing directly in an offshore fund or investing in a feeder fund. The investment decision …
