Estate Planning: Considerations for Offshore Part II

Following the success of last year’s estate planning webinar, INN8’s Arifa Essop will once again be joined by the Chairman of the Sovereign Group, Tim Mertens, this time to look at some of the more practical scenarios that you as a wealth manager might be facing with your clients when investing their money offshore.

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Estate Planning: Considerations for Offshore Part II

Following the success of last year’s estate planning webinar, INN8’s Arifa Essop will once again be joined by the Chairman of the Sovereign Group, Tim Mertens, this time to look at some of the more practical scenarios that you as a wealth manager might be facing with your clients when investing their money offshore.

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Estate Planning: Considerations for Offshore

This webinar attempts to unpack the most important estate planning 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.

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Navigating Your Offshore Plan

While our own international travel might be curtailed for the next few months, it doesn’t mean your money can’t still find new opportunities and even in a time of negative sentiment, market volatility, and frightening forecasts the reasons for investing offshore still hold true, explains Head of Proposition, Michael Summerton.

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