South Africa: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.

Beyond The Trust Deed: What South Africa’s Proposed Trust Reforms Mean For Family Wealth

South Africa's proposed Regulation of Trusts Bill, 2026 introduces a substantially more developed regulatory framework that moves trust administration towards a world where good governance must be demonstrable rather than assumed. The Bill signals a fundamental shift from viewing trusts merely as legal structures to recognizing them as governance arrangements requiring careful documentation, investment oversight, and succession planning that extends beyond the original founders.

South Africa Wealth Mgt

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ENS

Crypto In Trust: Can A South African Trust Hold Digital Assets?

Can cryptocurrency be held in a South African trust, and what regulatory frameworks govern such arrangements? This analysis examines the intersection of traditional trust law with digital assets...

South Africa Wealth Mgt

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ENS

Coming Home: What A South African Returning From Abroad Should Consider

Returning to South Africa involves more than relocating. Becoming a South African tax resident can affect your worldwide income, offshore assets, estate planning and retirement savings. Reviewing your structures before you return can help avoid unnecessary tax exposure and preserve long-term flexibility.

South Africa Wealth Mgt

TS

The Sovereign Group

Navigating Uncertainty: The Sensible Case For South Africans To Keep Options Open

The world seems to have entered an era of permanent upheaval. Pandemics, geopolitical conflicts, trade barriers, travel and supply chain disruptions, safety and security disturbances...

South Africa Strategy

TS

The Sovereign Group

Roadshows, Rural Reach And Responsible Wealth

South Africa Finance

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Guernsey Finance

South African Entrepreneurs And The Power Of Offshore Structuring

South Africa Wealth Mgt

SI

Sentient International Limited

Is A Wealth Tax Inevitable? How To Stay Ahead Of Policy Changes

South Africa Tax

Ai

Andersen in South Africa

Could Personal Income Tax Breaks Ensure That All Namibians Benefit From Petroleum Royalties?

South Africa Energy

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ENS

Guarding Your Legacy: The Indispensable Value Of A Will

South Africa Family

BI

Barnard Inc.

South Africa Tightens Foreign Exchange Controls With Increased Disclosure

South Africa Government

TS

The Sovereign Group

Good Governance And Sustainability Key To South Africa's Future

South Africa Strategy

JF

Jersey Finance Limited

Trading Places – Determining The Responsibility Of Wealth Planners

South Africa Finance

BI

Barnard Inc.

Webinar | The Relevance Of The Draft Taxonomy Explained For Asset Managers Investing In Various Sectors (Video)

South Africa Wealth Mgt

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ENS

Change On "Loop" Structures Opens Up Bermuda, BVI, Cayman, Guernsey And Jersey Wealth Structuring Options For South Africa Residents

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Walkers

Update: Employment Equity And Compliance

South Africa Employment

CD

Cliffe Dekker Hofmeyr

Webinar Recording | AI Governance Under King V From Principles To Practice (Video)

South Africa Commercial

CD

Cliffe Dekker Hofmeyr

Competition Commission Proposes Revised Notification Thresholds For Small Mergers

South Africa Anti-trust

CD

Cliffe Dekker Hofmeyr

Can A Dominant Firm’s Communications Strategy Amount To Exclusionary Conduct?

South Africa Anti-trust

CD

Cliffe Dekker Hofmeyr

Crypto In Trust: Can A South African Trust Hold Digital Assets?

South Africa Wealth Mgt

E

ENS

South African Crypto Asset Regulatory Framework Proposed

The Crypto Assets Regulatory Working Group ("CAR WG") of the Intergovernmental Fintech Working Group ("IFWG") has released its long-anticipated position paper on crypto assets.

South Africa Technology

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ENS

Intellectual Property – The Most Valuable Intangible Asset

The International Accounting Standards 38 (IAS 38) defines an intangible asset as: "an identifiable non-monetary asset without physical substance." The International Financial Reporting Standards

South Africa IP

KI

KISCH IP

Loan Funding To Offshore Trusts: The Interaction Of Applicable Tax Anti-Avoidance Measures

South African tax resident individuals may consider, whether for estate planning purposes or otherwise, to advance funds to offshore trusts for investment abroad.

South Africa Wealth Mgt

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ENS

Guernsey Earns Admirers In South Africa

Guernsey is a prestigious financial services centre, according to wealth management practitioners at this year's STEP conference in South Africa.

South Africa Wealth Mgt

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Guernsey Finance

Will The Proposed Revision To The B-BBEE Codes Of Good Practice Lead To Increased Fronting Activity?

South Africa Commercial

SI

Schoemanlaw Inc

The Amended BEE Codes And Ownership Structures

South Africa Wealth Mgt

CY

Cox Yeats

Wealth Creation And Tax Reform

South Africa Tax

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ENS

Reciprocal Assistance In The Collection Of Taxes

South Africa Tax

E

ENS

Offshore Trusts: South African Income Tax And Exchange Control Consequences

South Africa Wealth Mgt

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ENS

Understanding Hedge Funds

South Africa Commercial

NR

Norton Rose Fulbright South Africa

Some Post-Amnesty Conundrums

South Africa Tax

WA

Werksmans Attorneys

Intellectual Property - Your Stock In Trade

South Africa Transport

WW

Webber Wentzel

Doing Business In Mauritius

South Africa Environment

WA

Werksmans Attorneys

Some Post-Amnesty Conundrums

Now that most applicants who sought amnesty under the Amnesty Act (or, to give it its full name, The Exchange Control Amnesty and Amendment of Taxation Laws Act No. 12 of 2003) have received their amnesty approvals, many will be turning their attention to the tax-efficiency of their offshore structures, which would also be viewed in conjunction with the costs of maintaining them

South Africa Tax

WA

Werksmans Attorneys

Intellectual Property - Your Stock In Trade

South Africa Transport

WW

Webber Wentzel

Doing Business In Mauritius

South Africa Environment

WA

Werksmans Attorneys

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Latest Videos

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Webinar | The Relevance Of The Draft Taxonomy Explained For Asset Managers Investing In Various Sectors (Video)

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ENS

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