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 Wealth Management, Cape Town

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