What are the most important considerations you should be mindful of as a wealth manager when investing your clients’ assets offshore?
In this webinar, host Arifa Essop chats with the Chairman of the Sovereign Group, Tim Mertens, about considerations for offshore investing from a tax and estate planning point of view.
Grant of Probate, situs taxes, intestate succession, executors’ fees, and estate duties are the concepts they tackle in order to help you understand offshore investing a little better.
The information and scenarios discussed in this webinar are generic in nature and should not be construed as tax or legal advice. Clients should always take advice based on their personal circumstances, prior to making any changes to their tax or legal arrangements.
About the webinar
To truly diversify your assets, you should be investing in the global economy.
You can have breakfast in Cape Town this morning, dinner in London this evening, and all the while be online, buying something from New York – South Africa as a financial destination is merely less than 1% of the global market place. INN8 brings the offshore world to your clients.
Many investors have the misconception that investing offshore is too complex. We can help demystify this popular topic.
This webinar attempts to unpack the most important considerations you should be mindful of as a wealth manager when investing your clients offshore. Grant of Probate, situs taxes, intestate succession, executors’ fees, and estate duties are all concepts we will tackle which will help you understand offshore investing a little better.
Tim was educated at St Andrews College Grahamstown and after completing national service in the SA Navy went on to study law at the Universities of Cape Town and Natal. He articled at prominent law firm DLA Piper Cliffe Dekker Hofmeyr before joining Fedsure Holdings as Cape Regional Legal Advisor. He later entered the offshore services industry and often appears in radio and television on issues of cross border tax planning and changed in legislation. He is a founder member of the South African branch of STEP.
Business Development Manager
As a Certified Financial Planner®, Arifa spends her time engaging with wealth managers so they can create and grow the wealth of their clients.
At INN8, she is focused on building and maintaining strong, professional relationships, understanding the wealth managers’ strategic drivers and assisting them in delivering on their value proposition.
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