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| Where I Am? | Viewer ==> When investing offshore do not overlook the importance of estate planning | |||||||||||||
Stanlib Collective Investments |
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| 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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In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment ManagementStanlib was formed after merger of Standard Bank and Liberty Life asset management businesses. |
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| Disclaimer |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |