25 July 2017
In this edition, we look at fiduciary matters from an international perspective
Investing some of your wealth internationally is becoming increasingly attractive and to a large extent non-negotiable from a diversification point of view. However, it’s important to understand the small print to make sure your assets are protected and that there aren’t any unintended consequences for you and your dependants.
Through this series of articles, we highlight the various aspects of ensuring that your international investments comply with the relevant legislative and regulatory framework, including tax implications, suitable structures, and whether to have a separate will or not.
Personal advice forms the foundation of our fiduciary service offering
Our fiduciary experts pay close attention to developments in industry regulations and changes in legislation to help ensure that your wishes are protected. We understand that every individual’s needs, family situation, and risk profile are different, which is why personal advice forms the foundation of our fiduciary services.
We hope you find these articles informative – enjoy the read.
FIDUCIARY SPECIALIST TEAM
Please contact us or speak to your relationship manager if you would like to know more about our specialist fiduciary services.
Click on the links below to view the articles online:
Estate planning > read more
Understanding the tax implications of buying a UK residential property
International > read more
The changing regulatory environment – no place to hide
Trusts > Read more
Tax consequences for South African residents involved in international trusts
Wills > Read more
Owning assets in a foreign country – is there a need to have a separate will?
Download a printable version of the Fiduciary Focus newsletter
The Fiduciary Focus Newsletter is intended for general information purposes only and should not be construed as tax, legal or accounting advice. This communication is based on our bona fide interpretation of legislation, rules, regulations and publications. Nedbank Private Wealth provides estate and tax planning advice; however, we do not provide tax, legal or accounting advice and you are requested to consult a professional tax advisor or professional in this regard.
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