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Global Citizen Masterclass | 10 April 2025
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Learning: Knowledge
In April 2023, we started our Global Citizen initiative to assist our advisers, and clients, to navigate the challenging world of global financial planning globally. By presenting the many challenge the ‘global citizens’ and their advisers face when doing financial planning globally, we set out to make a positive contribution towards reaching clients’ financial goals. Now, two years and close to 4 000 viewers later, we can proudly say that we managed to achieve our goal, learning with you through the process. On 10 April we presented our fifth installment in our Global Citizen Masterclasses.
During this session, we focused on South African tax residents emigrating and those residents living and working abroad. We honed in on the risks of taxation upon death and the use of trusts as part of the international estate and financial plan.
During this session, we focused on South African tax residents emigrating and those residents living and working abroad. We honed in on the risks of taxation upon death and the use of trusts as part of the international estate and financial plan.