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8 March 2023
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Featured

When is the right time to take your wealth offshore?

Coreen van der Merwe, director at Sovereign Trust (SA) Limited
Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust. ...

Featured

Mapping your advice process: the most important thing you can do in 2025

Mapping your advice process
Wealth Associates undertook the task of mapping our advice process, and if there’s one thing we learned – it should have been done years ago, writes Theoniel McDonald...

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Coreen van der Merwe, director at Sovereign Trust (SA) Limited

When is the right time to take your wealth offshore?

Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust. ...


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