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Provided by the South African National Department of Health
INTERVIEW: KEY FEATURES
OF A GLOBAL ESTATE PLAN
Our Head of Fiduciary and Tax, Stanley Broun, was recently interviewed by Alishia Seckam for Smart Money on Daily Investor about the importance of comprehensive global estate planning. Stanley unpacked the key elements of an estate plan and why it’s advisable to draw up both an offshore and a South African will if you have local and foreign assets.
You can watch the interview here.
The formation and registration of trusts, and the provision of independent trusteeships – both local and offshore.
The creation of BEE, charitable, special and Shariah trusts compliant with regulatory and legislative requirements.
The administration of deceased estates in South Africa and abroad.
Advice on complex structures, asset restructuring and bequests in foreign jurisdictions.
Advice on emigration and immigration, foreign earnings and the application of any double taxation agreements.
Updating trust deeds to ensure they’re in line with the latest changes in the trust environment.
Updating and/or drafting of wills dealing with South African and/or foreign assets.
Advice on the establishment and management of charitable organisations, their tax status and tax deductible donations.
Advice on the potential tax consequences and reporting obligations if you hold a US passport or green card, or if you have children living in the US.
Guidance on the financial implications of life-changing events, such as getting married, divorce or the birth of a child.
Expert advice is crucial in dealing with cross-border estate and tax planning.
Stanley Broun has spent 13 years in Fiduciary And Tax.
Have a question for Stanley?
