Global Estate Planning from a South African perspective

Global Estate Planning from a South African perspective

Many South Africans nowadays sign the significance of now not utterly diversifying their sources offshore to hedge in opposition to the weird dangers we face in this nation from a political, financial and forex perspective – but clearly the chance home investing internationally is worthy broader.

However whether or now not or now not or now not it is investing in loyal estate, shares, or other kinds of sources – we normally don’t assume in tips the complexities of owning sources in international areas both from a situs and inheritance tax perspective.

The consequence of now not arranging our affairs correctly will probably be devastating – in particular from an estate planning perspective on demise, which is prepared to lead to a tall quantity of pointless price, time and heartache. Avoiding these is one thing that we at Henceforward belief for.

Our subsequent speaker, who will share some functional experiences with us from circumstances she has labored on and experienced first-hand is director and fiduciary specialist at OM Wealth Fiduciary, Mandy-Dix Gaze

Heading up the inner most client functionality, Mandy has over 25 years skills within the fiduciary self-discipline and is enthusiastic about serving to clients successfully navigate and prepare the complexities of inter-generational succession, which involves acting as professional trustee and executor.

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