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.

Continue reading

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.

Continue reading

Estate Planning: Considerations for Offshore Investing

Free ebook

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.

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
Click on the link to download your own edition of Estate Planning: Considerations for Offshore Investing.
 

I want to read this ebook.

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.

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.

Continue reading

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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