Feel free to enjoy my weekly columns as published in The Daily Maverick

140 - Situs tax: a potential thorn in the side if you're not careful
1 min read

140 - Situs tax: a potential thorn in the side if you're not careful

With many investors now adopting a more optimal approach with their investment strategy by having money offshore, an important thing to take note of is "situs tax". Let's take some time and discuss what it means, what implications it can have, and how it can be worked around with some careful consideration.

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132 - Trying to time the markets with your investments is not optimal
1 min read

132 - Trying to time the markets with your investments is not optimal

With the local elections on the horizon, people may be getting anxious about the safety of their invested monies, but it is crucial as an investor not to time the market and predict its movements. The patient approach is generally correct, especially if there is a cohesive strategy connected to your investments.

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115 - How to invest offshore
1 min read

115 - How to invest offshore

It is important to spread your investments across countries. This is how you can do it

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108 - How to make it easy for your heirs to inherit foreign shares
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108 - How to make it easy for your heirs to inherit foreign shares

Inheriting shares that are listed offshore can be a complicated and time consuming process. Some clever planning can make this a simple one.

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107 - How to make it easy for children who live overseas to inherit
1 min read

107 - How to make it easy for children who live overseas to inherit

Many South Africans have children living abroad. Here are some ideas to make inheriting easier.

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102 - How to make it easy for your heirs to inherit offshore assets
2 min read

102 - How to make it easy for your heirs to inherit offshore assets

A clever structure can save you lots of money and hassle when it comes to offshore assets.

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90 - The pros and cons of investing funds offshore
1 min read

90 - The pros and cons of investing funds offshore

It is easy to invest funds offshore. Your financial adviser or a currency specialist can convert your rands into dollars very quickly. The next question is, what should you do with this money once it is offshore?

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73 - Why it’s a good idea to have 40% of assets invested offshore
1 min read

73 - Why it’s a good idea to have 40% of assets invested offshore

Offshore investing can seem like such a daunting prospect, and it isn't risk free by any means, but it's actually fairly easy and can improve your financial wellness significantly, Let's discuss offshore investing, and trusting the market and its patterns vs trying to time it and potentially losing out massively.

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20. Death and offshore assets
1 min read

20. Death and offshore assets

How to transfer offshore assets from one generation to the next without any headaches

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2. Offshore investments
3 min read

2. Offshore investments

Why you should invest offshore and how to do it cleverly

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