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
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
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
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.
Continue reading
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.
Continue reading
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.
Continue reading
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.
Continue reading