Internationalising your wealth Offshore Trusts & Pensions vs Local Family trusts
30th June 2021
2:00:00 PM
Holborn Webinars Presents
Welcome to the Holborn Assets webinar series. As a leading global financial services company, we're committed to empowering our clients with the knowledge and tools to navigate the complex, offshore financial landscape. Our webinars offer valuable insights from our financial consultants and industry experts, covering a wide array of topics.
Whether you're a seasoned investor, just starting on your financial journey or thinking of making the move overseas, our webinars are geared to educate, inspire, and provide actionable strategies that align with your unique financial goals. Explore the details below to learn more about our upcoming webinar, and join us at the event by registering.
About the 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
- 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
Meet your webinar host
Matthew Theron
Senior Associate, Holborn Assets
Focused on financial solutions for the international market with only the client in mind, Matthew is a cross-border tax structuring and investment specialist with the unique knowledge and experience that comes from having lived abroad for many years.
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Signing up to a Holborn webinar easy and free. Simply complete the registration form above and we’ll take care of the rest. After you’ve registered, you'll receive a confirmation email from Zoom containing your webinar joining link and all relevant details. As the webinar date approaches, look out for reminder emails to make sure you don’t miss out!
On the day of the webinar, click the unique link provided in your confirmation or reminder emails to access the live session. You'll be taken straight to the webinar, where you’ll be able to watch the presenters, and engage through the Q&A or chat features. Attendee’s microphones and cameras are disabled for webinars, so you can just sit back and enjoy the presentation, wherever you are.
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