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Global Citizen

Following the launch of our Global Citizen masterclass series in April, we brought you the next installment of this insightful conversation. Given that more and more clients are becoming global citizens, it is critical to understand the complexities of investing offshore as well as how to structure financial plans to suit each client's unique needs and objectives.

During this event, we shifted our focus to a few important aspects like a client’s tax residency and how this plays a role in determining the appropriate structure for your clients. We gave you useful tips and strategies to determine the tax residency of clients, why it’s important to get it right and also how the various double tax agreements play a part in the plan.

Our team of financial experts lead the discussion and provided you with real-world examples and case studies to illustrate key concepts. You also had the opportunity to engage in interactive conversations and ask questions to gain a deeper understanding of the ever-changing nuances of offshore investing.

Event presentation

#

Download

Is tax residency that important
for a global citizen?

Madeleine Schubert
Sharon Hamman
Niel Du Preez CFP®
Arthie Kander CFP®
Corlia van der Merwe CFP®

Previous event presentation

At the first event on 20 April 2023, we discussed tax ramifications, legal and regulatory risks, estate planning issues and the importance of choosing an appropriate platform and jurisdiction for offshore investments. You will get useful tips and strategies for navigating the twists and turns of offshore investing and avoiding potential costly traps.

Our team of experts led the discussion and provided advisers with real-world examples and case studies to illustrate key concepts and to gain a deeper understanding of the ever-changing nuances of offshore investing.

#

Previous Global Citizen presentations

Introduction

Jeanette Marais

Red flags and international planning

Eugene Taljaard

Why picking the right jurisdiction is important

Dimal Gungaram and Robert Rhodes

Taxes on global citizens

Madeleine Schubert

Structures for a global citizen

Eugene Taljaard and Mark Chasey

Planning for a global estate

Sharon Hamman

Emigrating your advice

Panel discussion

Closing

Eugene Taljaard and Francois Lombard

Previous downloads

Cessation of tax residency


Foreign employment income


Local trusts versus offshore trusts


Leverage: Edition 1

Sharon Hamman

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