There are many reasons why financial advisers might steer clear of investing their clients’ money offshore, especially when it comes to getting to grips with concepts such as Grant of Probate, Situs taxes, Intestate Succession, executors’ fees, estate duties and capital gains tax.
Following the success of last year’s estate planning webinar, INN8’s Arifa Essop was once again 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.
To many of us, the idea of investing offshore is quite overwhelming as there are so many perceptions and thoughts around it. Many of us tend to shy away from it for this exact reason. This webinar will attempt to unpack the most important considerations you should be mindful of as a wealth manager when investing your clients offshore.
Based on the many requests we received after our first webinar in September last year which covered many of these critical aspects, we have decided that in order to be more practical, we are introducing various scenarios and case studies many of your clients may actually be experiencing. This will allow you to put these considerations into better perspective.
The concepts we will tackle which will help you understand offshore investing a little better include:
