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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.

Other 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
Fill in the form to download your own edition of Estate Planning: Considerations for Offshore Investing.

I want to read this ebook.

Simply fill in the form below to get access to a wealth management guidebook that is an easy-to-understand resource to educate anyone on how to plan your estate when investing offshore.

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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.

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