Jan 19 2025 9 mins
Discover how to navigate the intricate world of living annuities, for clients who change their tax residency or emigrate. With her expertise, Felicia unravels the complexities faced by beneficiaries living abroad after losing a loved one in South Africa. She's here to guide you through the essential options and implications that come with receiving annuity income while residing overseas.
Learn how to handle cross-border financial transactions with confidence as we discuss the role of authorized dealers like RMB in transferring funds internationally. Felicia sheds light on the potential pitfalls of double taxation and the significance of understanding local tax laws. Whether you're a beneficiary abroad or advising clients with international financial concerns, this episode provides you with valuable insights to manage these challenges effectively. Join Craig Finch, Bronwyn Waner, and Warren Grimsley as they make these complex topics accessible and understandable, ensuring you're equipped for the global financial landscape.
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