We are delighted to announce that our Managing Director has recently completed two new qualifications! As part of our commitment to providing you with the very best information and staying on top of vital changes, all necessary to make important decisions about your financial situation (both present and future), regulatory exams and professional qualifications are...Continue reading
Northern Cross Wealth Management are proud to announce that we have been awarded the Masthead FAIS Compliant Seal for 2023. This is the seventh consecutive year we have been awarded the Seal, which provides our clients with peace of mind knowing we maintain the highest standards of compliance. This seal is awarded to firms who are evaluated on the...Continue reading
Northern Cross Wealth Management are proud to announce that we have been awarded the Masthead FAIS Compliant Seal for 2019. This is the third consecutive year we have been awarded the Seal, which provides our clients with peace of mind knowing we maintain the highest standards of compliance. This seal is awarded to firms who are...Continue reading
As the saying goes, “The best time to plant a tree was 20 years ago. The second-best time is now”. The same can be said for South Africans investing overseas. When it comes to investing off-shore, the misconception is that there is no real benefit of investing abroad or that it just serves to complicate...Continue reading
Do you think you are a smart investor? Specific: What exactly do you expect from your investments? For example, when do you intend on starting to invest and when would you like to end? Do you have specific goals in mind for a particular investment amount that you would like to reach? Measurable: How do...Continue reading
Beyond the obvious benefits that come from diversifying your investment portfolio to include international properties, one needs to ask, “why would a South African want to invest in the international property market ?” South Africa’s economy has fallen considerably in recent years. What was once a highly prosperous economy in the first decade of this...Continue reading
With U.K. Inheritance Tax receipts hitting a whopping £4.8bn in the 2016/17 tax year, Domicile is a hot topic for British Expats all over the world. Domi-what I hear you say… Domicile. noun. 1.The country that a person treats as their permanent home. According to the Oxford English Dictionary, DOMICILE is defined as “the country that a person...Continue reading
Northern Cross Wealth Management hosted a private lunch this past Friday at the Cape Grace Hotel in Cape Town. The event allowed Northern Cross Wealth Management to engage with like-minded individuals from within the legal, accounting and financial professions, and to put emphasis on the services we offer our clients. With Guest Speaker Bruce Whitfield...Continue reading
Where’s your safety net? I am a proudly South African, small-town farmer’s son, from the northern parts of Zululand, KZN. I have heard my parents’ concerns regarding the weather effecting our crop, of theft during harvesting, of the cost of groceries going up year after year, and the threats to farmers’ lives, recently, more so...Continue reading
Inheritance Tax (IHT) has been charged in Britain for hundreds of years, and was first introduced as part of the Stamps Act 1694, in order to help fund the war of the league of Augsburg. Nicknamed the “death tax”, it is paid when a person dies and leaves their assets to their beneficiaries, normally via...Continue reading
A wonderful way to spend a Thursday enjoying the finer things with fellow brokers, providers and clients. Northern Cross Wealth Management enjoyed sharing an insightful afternoon at Zeitz MOCCA Museum here in Cape Town, followed by a lovely lunch at The Silo Hotel in the wonderful setting of the V&A Waterfront. A huge thank you...Continue reading
Northern Cross Wealth Management qualifies for FAIS Compliant Seal On 25 August 2017, Northern Cross Wealth Management, a Cape Town-based financial services provider and offshore wealth management firm, was awarded the 2017 FAIS Compliant Seal from Masthead, in recognition of excellent compliance standards. Masthead is a national supplier of risk management services to independent financial...