Overseas Trust and Pension

We make it possible for clients to protect, preserve and enhance their family's wealth

Overseas Trust and Pension

OPES South Africa is a flexible, tax efficient retirement plan designed for South African Tax residents

Overseas Trust and Pension

OPES Spain is tailored for Spanish Tax residents to consolidate their wealth in a secure and flexible environment

Overseas Trust and Pension

SENTINEL International Preservation Fund offers clients an environment in which to build wealth offering a high level of asset protection, significant flexibility and access

Overseas Trust and Pension

Modern International financial products for trust, pension and retirement provision

Overseas Trust and Pension

In an ever-changing world we believe that everyone has the right to a safe haven to protect and preserve their family’s financial future.

 

Overseas Trust and Pension provides this reassurance through its range of innovative, international financial products covering; pensions, trusts and retirement plans.

 

We work alongside your financial adviser to ensure long-term outlook is secure.

Overseas latest news & articles

Adviser Insight: Considerations Regarding International Employee Benefits and South Africans Working Abroad Post 2020

Significant criticism has been levelled at the South African Revenue Services (SARS) and National Treasury…...

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Keep a lookout for our next 2020 Tax Changes Bulletin!

Keep an eye on your emails over the next few days, as we will be…...

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Adviser Insight: South African Nationals Living and Working Abroad

South Africa has a residence-based tax system, which means residents, subject to certain exclusions, are…...

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Case Study: South African Nationals Living and Working Abroad

This case study considers the implications of the amendment to the South African Income Tax…...

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