Capital Alchemy

The Labour Government’s New Fiscal Frontier: How might Non Doms Be Impacted?

In this episode, Lerato has the pleasure of speaking with James Quarmby, the esteemed Founding Partner of Private Wealth at Stephenson Harwood LLP. Their discussion revolves around the potential tax changes we might see under a Labour government, and the complexities surrounding the UK domicile rule. James brings his expert knowledge to the table, providing insights into a range of related topics including non dom tax status. 
Throughout this episode, James shares his insights on: 
What we can anticipate from Labour in terms of tax policy: Expect a deep dive into Labour's proposed tax policies and how they might impact various demographics and the economy overall, especially in relation to non dom status. 
Whether those with non dom tax status are contributing their fair share: An examination of the current contributions of individuals with non dom tax status and whether they are paying an equitable amount of tax. 
The potential impact on the UK if non doms were to leave en masse: Consideration of the economic and social ramifications for the UK if a significant number of non doms were to relocate. 
Whether the UK government should impose taxes on foreign wealth: A debate on the merits and potential drawbacks of the UK government taxing wealth that originates outside of the country, with a focus on non dom tax status. 
 Get ready for a comprehensive discussion on these issues.  
Disclaimer: The views, thoughts and opinions expressed within the podcast are those of the author / speaker(s) and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this podcast does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.
Regulated investment activities are carried out on behalf of Capital International Group by its licensed member companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. CILSA Investments (Pty) Ltd (FSP No. 44894), trading as Capital International SA, is licensed by the Financial Sector Conduct Authority in South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.

Africa’s Billionaires – An Exploration of Wealth across the Largest Economies in Africa

Economies in Africa have been developing at an impressive pace in recent years, showcasing a remarkable transformation that has garnered global attention. The continent now boasts 21 billionaires and 342 centimillionaires, reflecting its growing wealth and economic potential. 
In this episode, we are excited to welcome Nthabiseng Mdhlozini and Adrian Faccio from Henley and Partners. They will join us to discuss the 2024 Africa Wealth Report, providing a comprehensive overview of the financial landscape across Africa, featuring insights into the largest economies in Africa.  
Our esteemed guests will be sharing their expert insights into several key areas, including: 
Africa’s wealthiest countries and cities: A detailed exploration of the regions within Africa that are leading the way in terms of wealth accumulation and economic success. 
Economic mobility: Insights into the factors driving economic mobility across the continent, highlighting opportunities for growth and development 
Investment migration: An examination of the trends and impacts of investment migration, and how it is shaping the future of Africa’s economies.  
Wealth management across the continent: The strategies for managing and preserving wealth in Africa’s unique economic environment, ensuring that the largest economies in Africa continue to thrive.
Join us for an in-depth discussion that promises to shed light on the dynamic economic landscape of Africa and the opportunities it presents, emphasizing the role that the largest economies in Africa have to play on the global stage.  
Disclaimer: The views, thoughts and opinions expressed within the podcast are those of the author / speaker(s) and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this podcast does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.
Regulated investment activities are carried out on behalf of Capital International Group by its licensed member companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. CILSA Investments (Pty) Ltd (FSP No. 44894), trading as Capital International SA, is licensed by the Financial Sector Conduct Authority in South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.

The Tiny Island in the Irish Sea Strengthening Ties to South Africa’s Finance Industry

Tatenda and Lerato are joined in this episode by delegates and organisers of the 'Isle of Man Indaba', a roadshow that takes place across cities in South Africa to promote the Isle of Man as a financial jurisdiction of choice. 
In this episode you will find out more about:
What the Isle of Man has to offer as a Financial Jurisdiction
How it differs from other jurisdictions
What else the Island offers beyond finance
The Isle of Man Indaba 
Disclaimer: The views, thoughts and opinions expressed within the article / video are those of the author / speaker(s) and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this article does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.
Regulated investment activities are carried out on behalf of Capital International Group by its licensed member companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. CILSA Investments (Pty) Ltd (FSP No. 44894), trading as Capital International SA, is licensed by the Financial Sector Conduct Authority in South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.

Talking Tax with Ulrik Strandvik – Golden Visas, Offshore Trusts and Tax in South Africa

We are absolutely delighted to welcome the esteemed CEO of GSM Law and renowned tax expert, Ulrik Strandvik, to the Capital Alchemy podcast. In this episode, our host Tatenda Chikombero sits down with Ulrik for an insightful discussion about the current tax landscape in South Africa, covering a variety of important topics, including:  
The key issues in South Africa’s tax system: An in-depth exploration of the primary challenges and issues facing tax in South Africa today. 
Local trusts with offshore beneficiaries: Insightful analysis of how local trusts manage and operate with beneficiaries located offshore. 
Offshore trusts with local beneficiaries: A detailed look at the dynamics and implications of offshore trusts that have beneficiaries within South Africa. 
Golden visas and tax emigration: Discussion on the advantages and complexities associated with golden visas and the process of tax emigration. 
The potential introduction of a wealth tax: Examination of the possible impacts and considerations of implementing a wealth tax in South Africa. 
Offshore jurisdictions: An overview of various offshore jurisdictions  
This episode promises to provide valuable insights and practical advice for navigating the ever-changing landscape of tax in South Africa. Tune in for a thorough and enlightening discussion with one of the leading experts in the field. 
Disclaimer: The views, thoughts and opinions expressed within the article / video are those of the author / speaker(s) and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this article does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.
Regulated investment activities are carried out on behalf of Capital International Group by its licensed member companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. CILSA Investments (Pty) Ltd (FSP No. 44894), trading as Capital International SA, is licensed by the Financial Sector Conduct Authority in South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.

Kobus Kleyn on Dealing in Dreams – What does ‘Lifestyle’ Financial Planning mean?

Certified Financial Planner Kobus Kleyn is on a mission to transform the financial services profession into a fully fledged noble one. With a deep-seated belief in the value of ethics and integrity, Kobus aims to elevate the standards of financial planning, ensuring that it is recognized as a truly honorable profession. In this episode, Kobus joins Tatenda and Lerato to share his insights on several key topics that are critical for both financial planners and their clients, particularly focusing on lifestyle financial planning. 
Our conversation covers: 
The noble professional of a Certified Financial Planner: Kobus discusses what it means to be a Certified Financial Planner, focusing on the ethical considerations and professional standards that distinguish this role, which are central to lifestyle financial planning. 
The ideal time to retire: An exploration of the factors that influence the best time to retire, tailored to individual circumstances and financial goals, integral to effective financial planning. 
Making the most of retirement: Tips and strategies for maximizing the quality of life in retirement, including financial management and personal fulfillment, key aspects of lifestyle financial planning. 
Diversification: The importance of diversification in investment portfolios to manage risk and enhance returns, a fundamental principle of financial planning. 
Finding the right balance of offshore and domestic investments for your circumstances: Advice on how to balance offshore and domestic investments based on personal financial situations and goals, critical for comprehensive financial planning. 
Running a virtual practice and working from anywhere: Kobus shares his experience and tips for successfully operating a virtual financial planning practice, highlighting the flexibility and benefits of working from anywhere in the world, which aligns with the principles of lifestyle financial planning. 
Disclaimer: The views, thoughts and opinions expressed within the article / video are those of the author / speaker(s) and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this article does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.
Regulated investment activities are carried out on behalf of Capital International Group by its licensed member companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. CILSA Investments (Pty) Ltd (FSP No. 44894), trading as Capital International SA, is licensed by the Financial Sector Conduct Authority in South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.