Money & tax in South Africa
Tax residency, banking, pensions and cross-border finance.
South African tax residency for UK citizens
The ordinarily resident and physical presence tests, worldwide income, the UK's separate rules and the role of the tax treaty.
Cost of living in South Africa: build a realistic expat budget
A framework for housing, security, medical cover, schools, transport, infrastructure and tax without relying on misleading national averages.
Financial advice for British expats living in South Africa
The ongoing financial issues British residents should coordinate across South Africa and the UK.
Filing a South African tax return as a British expat
How to prepare records for worldwide income, UK tax, capital transactions and cross-border relief.
UK pensions for British expats living in South Africa
Questions to resolve before drawing, transferring or restructuring UK retirement benefits from South Africa.
Offshore income and investments for South African tax residents
A practical review of worldwide income, investment tax, currency, ownership and regulated advice.
Estate planning for British expats living in South Africa
How to organise cross-border wills, ownership, beneficiaries, incapacity planning and estate liquidity.