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Making the case for alternative investments

26 Nov 2021 /  Ciaran Ryan  
Returns are often non-correlated to traditional markets, and alternatives are increasingly favoured for yield pick-up.

Restructuring your taxes as part of your wealth strategy

18 Nov 2021 /  Fifi Peters   
Anton Maskowitz – Fiduciary and Tax Specialist, Sanlam Private Wealth

Getting your estate structure wrong can mean the difference between comfort and misery

12 Nov 2021 /  Ciaran Ryan  
Your estate is subject to both local and offshore taxes and duties. Local and offshore estate planning has never been more challenging, or vital.

Estate planning has suddenly become a matter of urgency for South Africans

29 Oct 2021 /  Ciaran Ryan  
Covid is one reason, but South Africans are also becoming aware of the potential hazards of poor estate planning in passing on wealth to the next generation.

Estate planning when you have offshore assets

28 Oct 2021 /  Fifi Peters  
Stanley Broun – Head of Fiduciary and Tax, Sanlam Private Wealth

What’s the best structure for your offshore investment?

22 Oct 2021 /  Ciaran Ryan  
Selecting the wrong one could be one of the costliest mistakes you make.

Investing Offshore: Choosing the right structure

21 Oct 2021 /  Fifi Peters  
Nick Jeffery – Relationship Manager, Sanlam Private Wealth

Memo to HNWIs: Crafting a customised plan to meet your needs

18 Oct 2021 /  Ciaran Ryan  
Do you need a bespoke portfolio that goes beyond conventional investment management?

Private client portfolios: what you need to know

7 Oct 2021 /  Fifi Peters  
Reginald Labuschagne – Executive Head: Product and Strategy, Sanlam Private Wealth
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