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Estate Planning: Considerations for Offshore Investing

Thank you for your interest in our ebook, Estate Planning: Considerations for Offshore Investing.

Why estate planning?

Estate planning is an important aspect to consider when deciding on a suitable offshore investment product. In this guide, we explore the topic of probate specifically from a South African tax resident perspective, while using Jersey as an offshore domicile. 

We also highlight the implications that the death of an investor may have on the assets held within different types of investment products.

Topics covered include:

  • Types of Investment Vehicles
  • Grant of probate
  • Wills
  • SA estate duty and executor fees
  • Local income tax and CGT
  • Collective investment schemes
  • Offshore estate duties
  • Single versus multiple owners
  • Protection against creditors
Click on the link to download your own edition of Estate Planning: Considerations for Offshore Investing.

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Click on the link below to download this easy-to-understand estate planning guide for the wealth manager and their client:

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Please note: The information and scenarios discussed in this ebook 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.