Do you know how to manage the complexities of inheritance being paid to a foreigner or being received from offshore on behalf of your clients?
In this podcast, Jennifer Anderson is joined with Currency Partner’s Lauren Walker for a deep dive into the various scenarios that can play out when it comes to inheritance.
From this podcast you can expect to gain insight into recent legislative changes, what advisers should look out for on behalf of their clients, and the details of all the processes, as well as some practical examples.
In this podcast, Jennifer Anderson is joined with Currency Partner’s Lauren Walker for a deep dive into the various scenarios that can play out when it comes to inheritance.
From this podcast you can expect to gain insight into recent legislative changes, what advisers should look out for on behalf of their clients, and the details of all the processes, as well as some practical examples.
Featuring:
Jennifer Anderson
INN8
Lauren Walker
Currency Partners
Georgina Smith
INN8
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Related resources
- Watch: This podcast is an extract of the webinar Beyond borders: Understanding Exchange Control & Inheritance:. A live webinar recorded in March 2023.
- Listen: Preparing for the transfer of intergenarational wealth: lessons from the uk: In this podcast Georgina Smith is joined by Gillian Hepburn, Schroder’s Head of UK Intermediary Solutions, to unpack the current climate of wealth transfer.
- Watch: Financial emigration out with the old in with the new, a webinar from March 2021 that looks at the introduction of the then-new financial regulations for South Africans already living – or looking to moving – overseas.
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