Brits abroad—tax planning and cross-border estates in South Africa

Table of contents

• What are the challenges for private clients with interests in South Africa?
• Are there any aspects of the tax regime in South Africa that clients with interests in that jurisdiction should be particularly aware of?
• To what extent should local expertise be sought, and on what issues?
• Have there been any notable cases or developments in South Africa in the past few years?
• How should estate planning be arranged in South Africa?

Article summary

Private Client analysis: Peter Surtees, director at Norton Rose Fulbright South Africa Inc, and Doelie Lessing, director at Werksmans Attorneys, look at key cross-border issues and pitfalls to watch out for when tax planning in South Africa.