Everything handled, under one roof
Most firms handle one piece of tax emigration. A tax practitioner might submit your cessation of residency. A forex broker might transfer the money at the end. But the bits in between - the insurer liaison, the blocked account, the CGT calculation, the AIT application - usually fall on you. WBForex manages the whole chain, start to finish, as one joined-up service.
The Tax Emigration Process
A managed, step-by-step process that takes 3-6 months from start to finish.
Initial Assessment
We review your SA tax status, residency history, and financial position to map out the right approach for your situation.
SARS Compliance Check
We make sure all outstanding SA tax returns are up to date and resolve any open SARS issues before we proceed.
Final Tax Return
We prepare your final SA tax return, including the deemed disposal calculation and any Capital Gains Tax position.
Cessation of Tax Residency
We formally notify SARS via eFiling that you are no longer a South African tax resident.
AIT Approval
We obtain your Approval for International Transfer (AIT) from SARS, the approval that clears the way for your funds to move offshore.
Fund Release & Transfer
We liaise with your insurer or RA provider, open your non-resident Capitec account for the payout, and transfer the proceeds to your UK account through our forex service.
Ongoing Support
We continue to handle any follow-up SARS queries and support any further transfers you need in the years that follow.
Prefer to handle some of it yourself?
Not every client needs the full service. Some already have an accountant handling their final tax return. Others want to deal with their insurer themselves. We can step in at any stage - whether that is just the AIT application, the cessation submission to SARS, or the forex transfer at the end. Tell us what you need, and we will handle that part while you handle the rest.
Tell us what you needDIY vs. WBForex managed process
Tax emigration involves multiple SARS processes, insurer conversations, and a cross-border forex transfer. Getting one step wrong can delay the entire process by months.
| STEP | WITHOUT WBFOREX | WITH WBFOREX |
|---|---|---|
| Process Management | You manage SARS correspondence yourself | Full end-to-end management, we handle everything |
| Final Tax Return | Accountant required separately | Included - we prepare and submit |
| Deemed Disposal Calc | Complex, easy to get wrong | Calculated accurately to minimise CGT |
| SARS Queries | You respond directly | We handle all SARS correspondence |
| AIT Application | You apply independently | Obtained as part of our service |
| Insurer / RA Liaison | You negotiate with the insurer yourself | We deal with the insurer on your behalf |
| Non-Resident Capitec Account | You open it yourself | Opened for you as part of the process |
| Forex Transfer to UK | Separate provider, separate fees | Handled by our regulated forex team |
| Timeline | Often 6-12 months without guidance | 3-6 months with our managed process |
Common questions
Everything you need to know about tax emigration from the UK.