When investing offshore do not overlook the importance of estate planning
Where I Am? | Viewer ==> When investing offshore do not overlook the importance of estate planning

Stanlib Collective Investments

  Stanlib Collective Investments   Q2 of 2023 | 3 years ago

Many of us are familiar with income and capital gains tax (CGT) when investing offshore, but death taxes and the law regarding succession also need to be considered. Investment decisions without proper estate planning could have major ramifications.


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Did You Know ?

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

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Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.