Wanna be an Expat

Phase 1

Wanna be an Expat?

Helping Expats financially prepare for their move.

Budgeting tips to get you on the front foot from the outset.

Residency rules and tax implications of both countries; potential Exit/Capital Gains tax.

Tax efficient wealth creation in the spotlight.

Private vs Public health.

How to set up a bank account, transfer money and exchange currency.

Knowing what you will need versus what you already have.

Wills & Power of Attorney.

Self employment & business support.

✓ Tip 1: Before moving, set up an emergency fund with at least 6 months’ worth of expenses in a stable currency.

✓ Tip 2: Ensure you have access to funds in both SA and your destination for at least the first 6 months after arrival.