Effective Structuring of Portfolios for Tax Efficiency I Roundtable
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Learning: Knowledge
Unlock smarter after-tax returns, discover the overlooked strategies and costly missteps around trusts, annuities, and tax-free savings accounts. In this roundtable discussion our host Joanne Baynham are joined by:
*Theunis Stofberg - Senior Advisory Specialist, Absa Wealth and Investment Management
*Jenny Gordon - Head, Technical advice, IPE, Alexforbes
