Global Estate Planning from a South African perspective

Last Updated on 08/12/2023 by Carl-Peter Lehmann

Many South Africans today understand the importance of not only diversifying their assets offshore to hedge against the unique risks we face in this country from a political, economic and currency perspective – but clearly also that the opportunity set investing internationally is far broader. But whether it be investing in real estate, shares, or other types of assets – we often don’t consider the complexities of owning assets in foreign locations both from a situs and inheritance tax perspective. Cross border financial planning and wealth management is nuanced and complex.The consequence of not arranging our affairs properly can be devastating – particularly from an estate planning perspective on death, which can lead to a huge amount of unnecessary cost, time and heartache. At Henceforward, where we focus on global wealth management for South Africans, avoiding these is something that we plan for. This webinar shares some practical experiences from an industy expert, Mandy Dix-Peek, on cases she has worked on and experienced first-hand as Director and fiduciary specialist at OM Wealth Fiduciary. Mandy has over 25 years experience in the fiduciary field and is passionate about helping clients successfully navigate and manage the complexities of inter-generational succession, which includes acting as professional trustee and executor.

Watch Next: Future trends and opportunities in the Metaverse, Blockchain and Web3 with an industry expert.

Share via your favourite social media platform

Facebook
Twitter
LinkedIn
WhatsApp

In this article, we break down what asset management really means, take a look at the biggest players in South Africa, and reveal which firms are truly delivering results today. We also highlight a few under-the-radar managers you may not have heard of — but probably should. The names at the top might surprise you.

In today’s interconnected world, limiting your portfolio to local investments means missing out on global opportunities. For South African investors, Global Equity Funds provide a simple yet powerful way to access international markets. Let’s explore some of the top-performing funds in this space.

Reviewing the Best Performing SA Equity Unit Trust Funds as at End-April 2025. Which funds are delivering standout performance in today’s shifting market? We look at the top-performing SA equity funds over 3, 5, and 10 years — highlighting the managers consistently outperforming their peers and what’s driving their returns.

Sign up to our newsletter to stay informed on our latest news, views and insights on financial planning and investing

* indicates required

Download Your Free Copy of the 8 Deadly Investment Sins and Transform Your Investment Results!