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Free ebook

Demystifying Offshore Investing

Why invest offshore?

It’s no secret that most of the world’s best investment opportunities exist outside of South Africa – but for many, the thought of investing offshore can be daunting.

In this comprehensive guide to offshore investing for advisers and individual investors, we take a look at how diversifying a portfolio with offshore investments is also an opportunity to reduce investment and political risk.

Topics covered include:
• Risk
• Types of Offshore Investments
• Ownership
• Externalizing Assets
• Offshore Endowments
• Tax
• Estate Planning
• Choosing the right offshore investment platform for you and your clients

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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.