Global Estate Planning from a South African perspective

Global Estate Planning from a South African perspective

Many South Africans this day impress the importance of no longer easiest diversifying their resources offshore to hedge against the fascinating dangers we face on this nation from a political, economic and forex perspective – however clearly the different plot investing internationally is some distance broader.

However whether or no longer or no longer it is investing in real estate, shares, or diversified forms of resources – we frequently don’t mediate about the complexities of owning resources in distant locations both from a situs and inheritance tax perspective.

The consequence of no longer arranging our affairs successfully may maybe maybe also be devastating – namely from an estate planning perspective on death, which is in a plot to manual to a huge quantity of needless price, time and heartache. Warding off these is one thing that we at Henceforward belief for.

Our subsequent speaker, who will fraction some life like experiences with us from cases she has worked on and experienced first-hand is director and fiduciary specialist at OM Wealth Fiduciary, Mandy-Dix See

Heading up the deepest client functionality, Mandy has over 25 years ride in the fiduciary topic and is eager about serving to purchasers efficiently navigate and address the complexities of inter-generational succession, which contains performing as high-quality trustee and executor.

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