When investing offshore do not overlook the importance of estate planning - TopFunds
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        When investing offshore do not overlook the importance of estate planning

  Stanlib Collective Investments   Q2 of 2023 | 1 year 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.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
The importance of alignment

Making sense of the proposed two-pot retirement system

Investing in income funds

Silicon Valley Bank and global banking uncertainty

Options for conservative, yield-hungry, dollar investors

Did You Know ?
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

©2012-2024 NGCSOFT

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        When investing offshore do not overlook the importance of estate planning

  Stanlib Collective Investments   Q2 of 2023 | 1 year 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.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
Equities matter – even for a cautious investor

Equities matter – even for a cautious investor

Capitec: The way to build a bank

DERIVATIVES ARE NOT THE ENEMY

Invest in a Local Index, with a Strong Global Flavour

Oasis Momentum H4 Coronation Allan Gray
©2012-2024 NGCSOFT