What are the most important considerations you should be mindful of as a wealth manager when investing your clients’ assets offshore?
In this webinar, host Arifa Essop chats with the Chairman of the Sovereign Group, Tim Mertens, about considerations for offshore investing from a tax and estate planning point of view.
Grant of Probate, situs taxes, intestate succession, executors’ fees, and estate duties are the concepts they tackle in order to help you understand offshore investing a little better.
The information and scenarios discussed in this webinar 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.
To truly diversify your assets, you should be investing in the global economy.
You can have breakfast in Cape Town this morning, dinner in London this evening, and all the while be online, buying something from New York – South Africa as a financial destination is merely less than 1% of the global market place. INN8 brings the offshore world to your clients.
Many investors have the misconception that investing offshore is too complex. We can help demystify this popular topic.
This webinar attempts to unpack the most important 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.
