Tax on Pension and Provident Fund

CALCULATE THE TAX YOU WIL PAY WHEN YOU RESIGN OR WITHDRAW FROM A PENSION OR PROVIDENT FUND

TAX PAYABLE WHEN YOU RETIRE

Calculate how much tax you will pay when you retire on the lump sum you withdraw.

You can withdraw up to the 1/3 of the fund value


Options at Retirement

You can invest the funds you do not withdraw into one of 3 options:

  1. A living Annuity
  2. A life Annuity
  3. A Guaranteed Annuity

Contact us for advice


TAX PAYABLE WHEN YOU RESIGN OR WITHDRAW


Options when you resign and you do not want to withdraw your pension or provident fund

You can invest your pension or provident funds in a preservation fund. It has the same features as your pension or provident fund except it allows to make 1 part or full withdrawal before retirement.

Contact us for advice