INTERNATIONAL TAX STRUCTURES FOR SOUTH AFRICAN AND AFRICAN WEALTH
The demand from South African families, high net worth individuals and businesses to setup internationally, requires a risk cautious and technically astute approach.
The South African Institute of Taxation (SAIT), Tax Consulting South Africa (SA’s largest independent tax practice, and Authors of two editions of LexisNexis textbooks on Expatriate Tax) and other key experts to be announced, will cover all the cutting-edge topics in a morning session.
FREE VIRTUAL EVENT
DATE & TIME:
Monday, 22 August 2022 | 08:00 – 12:00 (GMT+2)
PLATFORM:
ZOOM
KEY TOPICS:
International tax structure considerations and more!
INTERNATIONAL TAX STRUCTURES FOR SOUTH AFRICAN AND AFRICAN WEALTH
The demand from South African families, high net worth individuals and businesses to setup internationally, requires a risk cautious and technically astute approach.
The South African Institute of Taxation (SAIT), Tax Consulting South Africa (SA’s largest independent tax practice, and Authors of two editions of LexisNexis textbooks on Expatriate Tax) and other key experts to be announced, will cover all the cutting-edge topics in a morning session.
FREE VIRTUAL EVENT
DATE & TIME:
Monday, 22 August 2022 | 08:00 – 12:00 (GMT+2)
PLATFORM:
ZOOM
KEY TOPICS:
International tax structure considerations and more!
Being virtual and free to attend via Zoom, the session serves as an appetiser ahead of SAIT’s annual Tax Indaba in September. It will include six sessions led by Keith Engel (CEO of SAIT), who was a key role player in National Treasury for over a decade in re-shaping South Africa’s tax laws, towards being more internationally favourable.
This year, SAIT is collaborating with government bodies, leading professional services firms, and expert speakers of note to bring you an up-to-date topical tax event of the year, held under the theme ‘The Uneven Path to Recovery’.
This session promises to be highly practical, dealing with real-world case studies, the importance of a strong international network, leading edge considerations, and debunking the sales tactics sometimes used by unregulated providers.
OUR KEY TOPICS
OFFSHORE WEALTH CONSIDERATIONS
Panellists TBC
45-minute panel discussion.
This discussion will cover:
Offshore Trusts – considerations and pitfalls;
Investment options in the Isle of Man;
Banking and financial institution credibility;
Comparing apples with apples – Mauritius vs Jersey.
UK AS AN EMIGRATION DESTINATION
30-minute discussion with Sophia Passingham (Partner – Tax Advisory Partnership UK), Thomas Lobban (Cross Border Legal Manager – Tax Consulting SA) and Keith Engel (CEO – SAIT).
THE PRACTICALITIES OF AN OFFSHORE STRUCTURE
45-minute session with key experts (TBA), unpacking the considerations when settling a trust for the benefit of a beneficial class with a global footprint.
PRE-EMIGRATION/ONSHORE WEALTH CONSIDERATIONS
Speaker TBC
30-minute session unpacking insurance considerations where you remain living in South Africa.
SARS PERSPECTIVE ON HWI & WEALTH TAX
45-minute session with Jerry Botha (Managing Partner – Tax Consulting SA), Keith Engel (CEO of SAIT) and a senior SARS representative.
10 OFFSHORE PITFALLS CAUSED BY AGGRESSIVE AND ILL-INFORMED ADVISORS
45-minutes session: Darren Britz, Head of Tax Legal at Tax Consulting.
SECURE YOUR SPOT TODAY!
MEET THE SPEAKERS
Jerry Botha – Managing Partner, Tax Consulting SA
Jerry has over 20 years’ experience in the field of taxation, holds his own FSB License, is a Master Reward Practitioner and serves on the Executive Board of the South African Reward Association (“SARA”), Chairs the SARA Employee Benefit Committee, and is a Certified Payroll Practitioner and Tax Practitioner. He is the managing partner of South Africa’s largest independent tax practice, enjoys presenting and is passionate about tax and international individuals. He has also authored the Lexis Nexis “Expatriate Tax” textbook, as critically acclaimed by Judge Dennis Davis.
Thomas Lobban – Legal Manager, Cross-Border Taxation at Tax Consulting SA
Thomas holds an LLB and LLM Tax Law degree and is a SARS registered tax practitioner in South Africa, with both practical tax and consulting experience. He has dealt with various legal conflicts of interest and moved from corporate practice to the consulting industry where he has entrenched himself within tax law, specializing in individual cross-border and crypto asset taxation. Thomas joined Tax Consulting SA after obtaining his Masters degree, to focus on tax law and the intricacies thereof. He is a co-author of the LexisNexis Expatriate Tax textbook, and in particular its chapter on the interpretation and application of Double Taxation Agreements, which is of particular relevance to South Africans living and working abroad.
Darren Britz – Head of Tax Legal at Tax Consulting SA
Darren holds a BA Law and LLB degree from the University of the Witwatersrand and is an Admitted Attorney of the High Court of South Africa, specialising in employee mobility and tax administration. He heads up the tax legal, consisting of tax attorneys and associates with their own expertise. Darren’s experience includes advising companies across a broad range of industries on their payroll tax and international tax consequences. He is also a leading expert in advising clients in their expansion into Africa.
Keith Engel – CEO of South African Institute of Taxation (SAIT)
Keith is the Chief Executive Officer for the South African Institute of Taxation. As part of his core duties managing the Institute, he is heavily engaged in tax at a policy, legislative and interpretative level (e.g. with National Treasury, Parliament, SARS, the Davis Tax Committee and the private sector). His role also includes presentations and participation in a wide range of South African tax and regional African tax issues for technical audiences and is repeatedly engaging with the media. Outside of the Institute, he regularly teaches at the Wits University as an adjunct professor and provides lectures at other universities. Keith is well known for his leading roles in the formulation of tax legislation at the National Treasury from 2000 to 2013.
Keith Engel has engaged in a broad range of tax issues with a special emphasis on international and transactional tax. In more recent days, he has been focusing more heavily on individual wealth issues at both a domestic and cross-border level. He has a good grasp of residency and domicile issues involving South Africa, the United States and the United Kingdom. Many of his seminars relating to local and offshore trusts.
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Jerry Botha – 
Thomas Lobban – 
Darren Britz – 
Keith Engel –