Most expats and or skilled migrants, unless having followed a full tax immigration process, leave assets in countries such as South Africa.

 

These assets range from businesses, shares, houses, property, investments, pension etc left in South Africa. 

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The Sensible Risk Solutions Team members in Europe and the United Kingdom are in position to meet clients and policy holders in Europe and the United Kingdom in order take instructions and secure mandates about these matters and concerns, which are then acted upon the SRS Team and its network of associates in South Africa. 

 

A current focus is estate planning and the drafting of South African Wills and Trusts for those who still have assets in South Africa, so that their assets are taken care of and affairs wound up should they pass away. Important in this regard is the finalisation of client’s tax affairs with the South African Revenue Services.  It also needs to be noted, that generally, European and English Wills do not cater for the winding up of a client estate from a South African perspective. 

 

SRS is thus in position to provide its clients with the following services: 

 

• Non- Life Short Term Commercial and Personal Lines Insurance  

• Life Risk, Critical Illness and Disability Assurance  

• Healthcare  

• Investments  

• Pensions and Retirement Annuities  

• Fiduciary Services Including: 

• The Drafting of Will 

• The Setting up of Trusts  

• The Winding up of Estates 

• Tax Advise Services  

• Accounting Services  

• Legal Services  

• Etc  

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Important Documents:

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