Conservo Retirement

A flexible and tax efficient savings vehicle for current or future South African tax resident members with three entry levels tiered to suit a variety of retirement planning
budgets.

Benefits.....

CONTRIBUTIONS
• One-off or ad-hoc payments
• Can receive cash or existing offshore assets
• Funding is uncapped
• Ideal for annual R10 million foreign investment allowance

RETIREMENT BENEFITS
• Available from age 50 and before age 75
• May be taken as a lump sum, an income stream or combination of both
• No requirement to purchase an annuity
• No prescribed drawdown limits

TAX ADVANTAGES
• Not subject to Donations Tax

• No tax on income and gains prior to benefits being taken
• Benefits paid from capital are tax free
• Not subject to Estate Duty
• Assets may be passed to any nominated beneficiary on death or into trust

More Info......

Conservo is classed as an International Retirement Plan and is a low cost and highly flexible
vehicle for retirement savings. Conservo is an ideal plan for South African tax residents
wishing to consolidate offshore assets and utilise their annual foreign investment allowance
(currently R10 million).

The plan is a Guernsey-based multi-member retirement annuity trust and qualifies for an
exemption from Guernsey Income Tax. The trustee of the plan is Sovereign Trust (Guernsey)
Limited, a trust company licensed and regulated by the Guernsey Financial Services
Commission

Conservo Retirement

Benefits.....

More Info......

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