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Tax Residency, Emigration and Financial Emigration Planning

Individuals leaving or entering a country face a change in tax residency that affects how their worldwide income and assets are taxed. This programme explains the residency tests, the exit charge and the process of ceasing residency. Delegates learn to plan transitions and avoid double taxation.

Ready to book? Secure your place on this programme.

Register for this course

What you will be able to do

  • Apply the ordinarily resident and physical presence tests
  • Determine the date residency begins or ends
  • Calculate the deemed disposal charge on ceasing residency
  • Coordinate residency with treaty tie breaker rules
  • Advise on reporting and exchange control on emigration

Course outline

  1. 01Residency tests and their application
  2. 02Timing the start and end of residency
  3. 03The deemed disposal and exit charge
  4. 04Treaty tie breaker rules
  5. 05Reporting obligations on departure
  6. 06Exchange control and fund transfer
  7. 07Planning a clean residency transition

Who should attend

Tax advisers, private client accountants, wealth managers and human resources staff supporting employees on international assignment or relocation.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
7 to 9 Oct 2026Johannesburg3R13,000Register
12 to 14 Oct 2026Cape Town3R13,000Register
13 to 15 Oct 2026Durban3R13,000Register
14 to 16 Oct 2026Pretoria3R13,000Register
19 to 21 Oct 2026Windhoek3US$1,500Register
20 to 22 Oct 2026Gaborone3US$1,500Register
21 to 23 Oct 2026Maseru3US$1,500Register
26 to 28 Oct 2026Mbabane3US$1,500Register
27 to 29 Oct 2026Lusaka3US$1,500Register
28 to 30 Oct 2026Harare3US$1,500Register
2 to 4 Nov 2026Lilongwe3US$1,500Register
3 to 5 Nov 2026Blantyre3US$1,500Register
4 to 6 Nov 2026Mozambique3US$1,500Register
9 to 11 Nov 2026Nairobi3US$1,500Register
10 to 12 Nov 2026Dar es Salaam3US$1,500Register
11 to 13 Nov 2026Kigali3US$1,500Register
16 to 18 Nov 2026Kampala3US$1,500Register
17 to 19 Nov 2026Accra3US$1,500Register
18 to 20 Nov 2026Lagos3US$1,500Register
23 to 25 Nov 2026Cairo3US$1,500Register
24 to 26 Nov 2026Mauritius3US$1,500Register
25 to 27 Nov 2026Dubai3US$1,500Register
30 Nov to 2 Dec 2026Online3US$900Register

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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