Our specialist financial advisors offer advice to residents and non-residents of South Africa together with specific investment advisory services to offshore trustees. These services include:
Offshore Investment and Portfolio Management Advice
Utilisation of the R2,000, 000 offshore exchange allowance
Establishment of new and review of existing offshore investment portfolios and structures
Facilitation and implementation of Asset Swap/ Transfer Facilities
International Estate Planning
Guaranteed Structured Products
Highly Efficient Export Promotion Structures
Retirement Specialist trust Structures for persons becoming South African residents
Sourcing of quality UK Investment Property
Offshore property investment structures
Offshore Trusts and Companies in Leading offshore jurisdictions ie: Mauritius and Switzerland
Foreign direct investments of up to R 50 million per company per annum
Qualifying Recognised Overseas Pension Scheme (QROPS) for individuals resident outside the UK but with accumulated UK pension funds
Offshore life insurance and medical aid schemes (individual and group)
Forex
Finally, we have strategic alliances with highly qualified risk advisors (personal life or business assurance), accountants, attorneys, short term insurers and tax specialists, with whom we work closely to ensure that you get a comprehensive and value added service offering. These partners have undergone strenuous due diligence investigation from our side so that we can rest assured they will offer you high quality advice and the best of service.
