The perfect tax-efficient vehicle to invest funds for the purposes of retirement. RA’s only pay out from age 55.
A perfect tax-efficient vehicle for a high-net-worth client. This investment is taxed internally at 28%.
Funds can be withdrawn and added at any point in time during the investment period. This is the ideal investment option to prepare for a child’s education, or savings.
Investing offshore plays a critical part in any client’s portfolio, as it reduces risk. Investment in offshore companies can be done in South African Rand or in United States Dollar.
We advise on the following investment opportunities to our clients: