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Why an offshore will is crucial

As a general rule immovable properties would warrant a second will in that particular jurisdiction: Tim Mertens – Sovereign Trust. ....

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Grief, separation, bleeding money: The faces of the UK red list

The UK has once again removed SA from its "red list" and Fin24 shares some of the stories of those impacted by the stop-start rollercoaster created by sudden government decisions. ....

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Budget - Time For Wealthy Taxpayers to Look Offshore?


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‘We owe a lot of people a lot of money.’ That blunt, ominous statement by Finance Minister Tito Mboweni in his 2021 budget speech shows the deep financial hole the South African economy is really in – and warning lights are starting to flicker for South Africa’s wealthy taxpayers.
A key takeaway from the Budget was the staggering R213 billion under-collection of tax in 2021 compared to 2020. This is the largest collection shortfall on record, and comes against a backdrop of a debt burden of R5.2 trillion by 2023/2024.
As a result, there is a renewed focus on the wealthier taxpayer base, who are being singled out for scrutiny amidst calls for a ‘wealth tax’ on high nett worth and ultra-high nett worth individuals, says Tim Mertens, chairman of Sovereign Trust SA. ....

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Warning lights flickering for South Africa's wealthy taxpayers


Warning lights flickering for South Africa’s wealthy taxpayers
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“We owe a lot of people a lot of money.”
That blunt, ominous statement by finance minister Tito Mboweni in his 2021 budget speech shows the deep financial hole the South African economy is really in – and warning lights are starting to flicker for South Africa’s wealthy taxpayers.
This is according to Tim Mertens, chairman of Sovereign Trust SA, who said that a key takeaway from the budget was the staggering R213 billion under-collection of tax in 2021 compared to 2020.
This is the largest collection shortfall on record, and comes against a backdrop of a debt burden of R5.2 trillion by 2023/2024. ....

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