The Taxation Laws Amendment Bill will stop South Africans from transferring pension funds and annuities overseas. Deadline - March 1 2020
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Retirement Planning
A collection of articles on retirement planning for international expatriates.
by Michele Carby | 3rd December 2020 | Retirement Planning
Michele Carby examines how Rishi Sunak is trapped by the 'triple lock' promise on annual increases on UK pensions.
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by Michele Carby | 14th August 2020 | Retirement Planning
Many of us dream about retirement, putting our feet up, travelling the world, enjoying our passions. Sounds idyllic, but with people living longer and the
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by Michele Carby | 23rd November 2018 | Retirement Planning
The Autumn Budget 2018 could mark the beginning of considerable tax relief changes. The current rules which have been described as generous, are coming under
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by Michele Carby | 15th October 2018 | Retirement Planning
One aspect that is important to understand where your pension is concerned is your annual allowance. When you contribute to your pension you receive generous tax
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by Michele Carby | 1st October 2018 | Retirement Planning
Inheritance tax has become the big fear. With rising house prices and a complex and unwieldy set of tax rules, navigating inheritance tax is both difficult and time
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by Michele Carby | 27th July 2018 | Retirement Planning
Royal London has recently published a report showing that to maintain a good standard of living in retirement you need a pension pot of £260,000. Together with the
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by Michele Carby | 9th July 2018 | Retirement Planning
Recently, Northwestern Mutual’s 2018 Planning & Progress Study, revealed that 78% of 2003 American respondents were concerned about running of money in
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by Michele Carby | 18th June 2018 | Retirement Planning
The pension freedoms introduced in 2015 brought about a number of changes and one of the biggest was the ability to pass a pension on tax-free. Under the new rules,
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