Iza Wealth Investment Solutions

Iza Wealth Direct Investing
Iza Wealth Taxed Wrapped
Iza Wealth Offshore
Iza Wealth International Retirement

Offshore Direct Investment

  • Open architecture, investment platform/custodian.
  • Minimum investment GBP15,000 USD/EUR25,000.
  • Designed for individuals or corporates.
  • Low cost flexible/liquid offshore investment solution.
  • Asset remains in client’s estate.
Iza Wealth Direct Investment

Overview

  • Low cost investment solution.
  • Investment fully liquid and flexible.
  • Initial capital tax free on repatriation to South Africa.
  • Unitised gains taxed at capital gains tax rates (16.4% or 18%).
  • Access to global investment rand hedged assets.
  • Asset remains within client’s estate.

International Endowment

  • Open architecture investment platform.
  • Minimum investment GBP100,000 USD/EUR150,000.
  • Taxed at source at 12 % within “International Endowment Policy” with funds received net of tax in SA.
  • Designed for individual, company or trust.
  • Low cost offshore investment solution to minimize tax exposure.
  • Asset remains in client’s estate.
Iza Wealth International Endowment

Overview

(Tax Wrap)
  • Investment fully liquid and flexible.
  • Initial capital tax free on repatriation to South Africa.
  • Gains taxed at source – £/$12%.
  • Access to global investments.
  • Rand hedged asset.
  • Asset remains within client’s estate.
Iza Wealth Taxed Wrapped
Iza Wealth Offshore Direct Endowment

International Retirement &

Savings Plan

  • Open architecture investment.
  • Minimum investment GBP100,000 USD/EUR150,000.
  • Eliminates estate duty tax as client contributes to the international retirement plan removing them from the client’s personal name.
  • Relatively low cost offshore investment solution for estate planning and retirement.
  • Pension rules apply.
Iza Wealth International Endowment

Overview

  • Assets are contributed to the international retirement plan.
  • Beneficiaries are appointed on set up – avoids need for foreign will and avoids probate.
  • Capital fully accessible on retirement age (50).
  • No tax on repatriation of capital, CGT rates apply to gains.
  • Full asset value moves tax free to international retirement plan beneficiaries on death.
  • Full suite of investment choices including:
    • Mutual Funds
    • Listed Shares
    • Exchange Traded Funds
    • Investment Property
    • Private Equity

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