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.

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