Financial Emigration Valuations | Compliant & Independent

Planning a financial emigration from South Africa? Whether you’re formalising your tax emigration or transferring assets offshore, an independent financial emigration valuation helps you meet SARS and SARB requirements with confidence.

At Alpha Valuations, we provide expert, objective valuations to support your financial emigration. Our reports are trusted by wealth managers, tax advisors, and attorneys across South Africa. We ensure your valuation is compliant, credible, and ready for review by regulators or fund managers.

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What is Financial Emigration?

When ceasing South African tax residency, SARS may require a Capital Gains Tax (CGT) exit valuation on your worldwide assets as part of your emigration process. At the same time, SARB may request proof of fair market value for exchange control purposes, especially when shares or private business interests are involved.
An independent valuation ensures the values you declare are defensible and align with IFRS and fair value standards.

Our team helps you:

Determine the fair market value of business interests, trusts, or shares
Comply with SARS’ deemed disposal rules at date of tax emigration
Prepare for SARB exchange control reviews of offshore transfers
Avoid disputes or penalties related to under-declared asset values

Who Needs a Valuation for Financial Emigration?

You may need a formal valuation if you:

Own shares in a private company or hold business interests
Are emigrating and must declare CGT on your assets
Are applying to SARS for tax emigration clearance
Are making an application to SARB for offshore restructuring purposes
Are working with a tax advisor or wealth manager preparing an emigration plan

We collaborate seamlessly with your advisors to get valuations done quickly, professionally, and with a full audit trail.

SARB, LEGAL AND STATUTORY VALUATIONS

This service is aimed at clients who need the opinion of an expert valuer for statutory, regulatory, or legal purposes or for arriving at negotiated settlements of disputes.

Our SARB, Legal and Statutory Valuations experience includes:

Expert Witness Services
Intellectual Property Valuations
Divorce Proceedings
Exchange Control Approvals
Companies Act Section 38 Requirements
Taxation Valuations

To find out more about our these services, get in touch.

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Frequently Asked Questions

Do I need a valuation to emigrate from South Africa?

Yes, if you own shares in a private company, a trust, or other non-listed investments, SARS and SARB will likely require an independent valuation to support the declared market value of these assets.

What assets need to be valued when emigrating?

Commonly valued assets include:

Shares in private companies
Interests in trusts or close corporations
Investment portfolios
Property held in companies
Intellectual property or goodwill

Your tax advisor can confirm what needs to be included in your emigration declaration.

How do I financially emigrate from South Africa?

Firstly, you’ll need to inform SARS of your intention to cease tax residency, typically by filing an updated return or declaration. You’ll also need to declare your worldwide assets at market value, which often requires independent valuations.Once approved, you may need to complete exchange control clearance with SARB, especially if you’re moving substantial assets abroad. Working with a tax advisor and valuation specialist ensures a smooth process and compliance at every step.