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Mandy Dix-Peek and Michael Avery discuss some of the complexities when dealing with offshore estates

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Manage episode 481498214 series 2898930
Content provided by Old Mutual. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets. This is more than simply an annoyance in the case of deceased estates as complications can easily hold up processes when multiple jurisdictions are involved. In this radio interview, Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services and Classic Business’ Michael Avery discuss some of the complexities when dealing with offshore estates.

  continue reading

46 episodes

Artwork
iconShare
 
Manage episode 481498214 series 2898930
Content provided by Old Mutual. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets. This is more than simply an annoyance in the case of deceased estates as complications can easily hold up processes when multiple jurisdictions are involved. In this radio interview, Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services and Classic Business’ Michael Avery discuss some of the complexities when dealing with offshore estates.

  continue reading

46 episodes

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