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| 60 min

Internationalising your wealth Offshore Trusts & Pensions vs Local Family trusts

30th June 2021

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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.

Webinar Speaker: Matthew Theron

Webinar Speaker: Matthew Theron

Senior Associate Holborn Assets

Webinar Speaker: Jade Kramer

Webinar Speaker: Jade Kramer

Senior Associate Holborn Assets

Webinar Speaker: Johan Odendaal

Webinar Speaker: Johan Odendaal

Managing Director Corpag

Webinar Speaker: David Noon

Webinar Speaker: David Noon

Commercial Director Capital International Group

Webinar Speaker: Rex Cowley

Webinar Speaker: Rex Cowley

Co-Founder Overseas Trust and Pension

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    Details

    Date:
    30th June 2021
    Event Category:

    Venue

    Online

    Organizer

    Matthew Theron

    How it Works

    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.

    Our webinar process

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