South Africa

Sovereign Trust (South Africa) has more than 30 years’ experience of establishing and managing various types of companies, trusts and foundations in jurisdictions worldwide for wealth management purposes.

Trusts can provide great advantages for estate and succession planning, particularly for individuals who are changing, or planning to change, their domicile, residence or citizenship.

Sovereign also specialises in advising high-net-worth individuals on the complex issues and interactions between immigration and tax law, including pre-immigration tax planning, tax residence, settlement, naturalisation and domicile.

Sovereign assists many of its clients with the purchase and ownership of property assets. We advise on tax and structuring and can manage the transaction process and financing arrangements. With our knowledge of property ownership laws and regulations, along with our tax planning expertise, we can help clients to minimise any potential tax exposure.

Retirement planning is an essential part of wealth management. With increasing international mobility, many people find themselves working in several different countries and perhaps retiring in yet another, adding to the complexity of saving under different pension and tax regimes and then drawing funds tax efficiently in retirement.

Sovereign provides a selection of personal pension products, including the Conservo International Retirement Plan, a Guernsey-based Retirement Annuity Trust Scheme (RATS).

The Conservo is an ideal personal pension plan for current or future South African tax residents wishing to consolidate offshore assets and utilise their annual foreign investment allowance to plan for their retirement needs in time. Designed with four entry levels, it is tiered to suit a wide range of retirement planning budgets.