A collection of articles on pensions and pension planning for international expatriates.
Judge Dennis Davis to South Africans on offshore pensions – ‘be my guest’
by Michele Carby | 14th June 2021 | South African Expats
The highly respected Judge, Dennis Davis confirms that SARS approved international pensions for South African expatriatesRead more
South African pension funds unlocked for expatriates on Monday
by Michele Carby | 26th February 2021 | Pensions
From March 1, 2021 South African expatriates will have full access to their South African based pension funds.Read more
Second opinions matter: how we perform an investment health check
by Michele Carby | 2nd February 2021 | Savings & Investments
At The Michele Carby Practice, we we offer a free second opinion on all investment portfolios by our award winning investment team.Read more
Have you lost track of old UK assets, pensions or insurance policies?
by Michele Carby | 14th January 2021 | Pensions
Michele Carby reports on the extension of the UK's Dormant Asset scheme and explains the opportunity to release forgotten policies, accounts & investmentsRead more
UK pensions: what happens if the parent company collapses?
by Michele Carby | 10th December 2020 | Pensions
There is limited help in the companies’ pension schemes which analysts have reported are likely to face cuts, given the funding crisis they both face.Read more
South African expats face urgent pensions deadline
by Michele Carby | 7th December 2020 | Pensions
The Taxation Laws Amendment Bill will stop South Africans from transferring pension funds and annuities overseas. Deadline - March 1 2020Read more
Will the Autumn Budget Usher in Pension Tax Relief Changes?
by Michele Carby | 23rd November 2018 | Pensions
The Autumn Budget 2018 could mark the beginning of considerable tax relief changes. The current rules which have been described as generous, are coming underRead more
Understand Pension Annual Allowance for a Better Retirement
by Michele Carby | 15th October 2018 | Pensions
One aspect that is important to understand where your pension is concerned is your annual allowance. When you contribute to your pension you receive generous taxRead more