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.
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
Why picking the right jurisdiction is important
Dimal Gungaram and Robert Rhodes
Structures for a global citizen
Eugene Taljaard and Mark Chasey
Emigrating your advice
Eugene Taljaard and Francois Lombard