60-Second Quiz

Offshore or onshore? Let's find out.

Five quick questions about your situation: no email required to see your result.

Question 1 of 5

Where are you currently based?

Still in the UK, not yet moved to Cape Town South Africa, I've lived here most of my life Recently moved to, or about to move to, Cape Town Elsewhere, investing internationally

Question 2 of 5

What's the money you're looking to invest?

A lump sum from a UK source: property sale, inheritance, pension A lump sum already sitting in a South African bank account I want to start a monthly savings habit Not sure yet

Question 3 of 5

What are you mainly trying to achieve?

Diversify away from a single currency or country Make use of SA-specific tax allowances (retirement annuity / TFSA) Build a retirement plan now that South Africa is home Keep my options open in case I don't stay long-term

Question 4 of 5

Do you have a UK pension or ISA you're wondering about?

Yes No, not applicable to me Not sure

Question 5 of 5

How long do you plan to be in South Africa?

Long-term or permanently Not sure yet, could be a few years I've already been here for years

Your Result

Rory Phillips

Independent Financial Planner

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