Internationalising your wealth Offshore Trusts & Pensions vs Local Family trusts | Holborn Assets
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Internationalising your wealth Offshore Trusts & Pensions vs Local Family trusts

About this webinar

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.

Key points of discussion

Offshore pensions are gaining traction due to recent positive legal ruling
Local advisors may discourage offshore options in favor of less beneficial ones
Webinar will discuss benefits of offshore trusts & pensions compared to local options.
Live Q&A

Speakers

Matthew Theron
Matthew Theron

Senior Associate at Holborn Assets

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