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.
Continue readingFollowing 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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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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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:
Click on the link below to download this easy-to-understand estate planning guide for the wealth manager and their client:
Read this ebook and get a CPD point.
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.
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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I see a great deal of wealth managers in my working week. With every adviser firm I visit there is usually a lady or gentleman who is front of house and who greets me.
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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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In the second episode of our podcast series, Michael Summerton chats South African tax with Elana Nel from Stonehage Fleming.
Continue readingIn the first episode of our podcast series Demystifying Offshore Investing, Michael Summerton, INN8’s Head of Proposition and Marketing, discusses all things offshore with CEO Mickey Gambale.
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With August being Women’s Month, INN8’s Johannesburg-based business development manager, Arifa Essop, thought it the perfect opportunity to talk about investing from a female point of view.
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