A summary of our services is listed below:
- Releasing “stranded assets”: bring your pension funds, endowments and other SA based savings out of the country legally and safely.
- Managing what you have left behind: if you have assets back in SA that you want to leave there, we can manage them for you through our SA regulated company.
- Replacing SA Life insurance: if you continue to pay for SA based life insurance it may be subject to tax in the USA; we can replace this cost-effectively with a tax-qualified US plan.
- FATCA: If you hold assets such as investment accounts, mutual funds etc., outside the USA they will be subject to the Foreign Account Tax Compliance Act.
- Favourable FX currency services through our relationship with Investec bank.
- US IRA/401K and domestic investment account advice and on-going management.
We have qualified advisers both here in the USA and back in South Africa who can help and advise on any of the above.
Alexander Beard (U.S.A.), LLC, is a registered investment advisor with the California Department of Business Oversight: a member of Alexander Beard Group of Companies Limited. Registered in England No. 2144184. Alexander Beard Group of Companies Limited, Registered in England no: 2144184.