There has been much hype in the media recently after the positive comments from Judge Dennis Davis with regards to the use of Offshore Pensions.
Those seeking true offshore exposure and protection through offshore trusts and pensions have been discouraged by local companies and advisors, sometimes to their own benefit, in favour of SA based offshore investments which lack many of the benefits and protective features of holding your assets and wealth offshore in a more stable and robust tax-efficient jurisdiction.
In this upcoming webinar, we are joined by the leading industry experts in the field of offshore trusts, pensions, investment and offshore wealth management, where we will discuss some of the key elements of local discretionary, or family, trusts, vs. offshore trusts and pensions. We will look at how they differ, basic tax treatment, estate planning and wealth succession benefits, protection from 3rd party claims, political, institutional, currency and repatriation risks, as well as access to global funds and direct property or citizenship by investment.
The webinar will be followed by a live QnA, making this your chance to pose your questions to the best in the field.
Senior Associate Holborn Assets
Senior Associate Holborn Assets
Managing Director Corpag
Commercial Director Capital International Group
Co-Founder Overseas Trust and Pension
1
After you register for the webinar you will be sent an email via Zoom confirming your spot.
2
On the day prior to and the day of the webinar you will be sent a reminder of the date and start time.
3
When it's time, join the webinar via Zoom. If you miss it, you'll receive a link to watch the recording.
Retirement planning is always important, but for South African expats, it involves unique challenges. From navigating tax laws to understanding cross-border financial rules, there’s a lot to consider. Let’s break...
Read more
Managing your wealth is about more than just making money. It is also about having the right strategy to protect it. Strategic asset management is a powerful tool for doing...
Read more
In South Africa, achieving financial security means more than just budgeting or saving. It requires a strategic approach that ensures your money grows and adapts to your needs and the...
Read more
In the world of investing, the old saying “don’t put all your eggs in one basket” couldn’t be more relevant. A diversified investment portfolio is essential for managing risk while...
Read more
