Cross Border Financial Planning: Register to attend Online

The changing needs of South Africans means cross border planning is now a requirement for all advisers who deal with wealthy and higher-net worth clients.

This seminar provides a unique opportunity to gain valuable first-hand insights to a range of critical topics as presented by leading experts from

South Africa, the United Kindom, Australia and Portugal.

Examining the macro socio-demographic trends impacting wealthy South Africans, how they are reacting to such trends and the associated planning requirements and opportunities. Topics include current Exchange control requirements, emigration, implications of holding cross border assets, succession of foreign wealth, foreign tax considerations, regulation and legislation, and the planning opportunities for advisers and clients.