Unpacking Wealth Creation S2 Ep5: To trust or not to trust?

--:--

Trusts are often used in estate planning for various reasons, many of which are related to tax efficiencies. But are they still a suitable wealth preservation vehicle, and what are the implications of investing through a trust offshore? Should you keep your SA trust if you emigrate? What does it mean to change tax residencies? Two of Investec Wealth & Investment’s advisors from the Tax & Fiduciary team, Johanci Meintjies and Jill Anthony, answer these questions and more in the fifth episode of the second season of our Wealth Creation podcast.

22 Sep English South Africa Business · Investing

Other recent episodes

COP28: All Access with Redi Tlhabi - Business Roundtable: SA's energy crisis

Join award-winning journalist Redi Tlhabi and a selection of guests, from leaders to policy-makers and climate activists, as they unpack what COP28 means for South Africa and the continent. In partnership with Investec Focus Radio, this four-part podcast series brings you the latest developments on the ground from the UN…

9 Dec 25 min

COP28: All Access with Redi Tlhabi Ep1: South Africa's agenda

7 Dec 23 min

In conversation: Rebuilding KwaZulu-Natal

Despite its many challenges, two prominent KwaZulu-Natal businessmen are optimistic about the region’s growth prospects. In this podcast, Toyota’s Nigel Ward and Shave and Gibson’s Simon Downes speak to Investec’s Neo Ralefeta about positive developments in one of South Africa’s most important economic hubs.

23 Nov 33 min

In conversation: Shaping your Wealth

Investec hosted an exclusive event series for women called In Conversation: Shaping your Wealth, which aims to empower women in their financial journey. The panel discussion was hosted by Nozipho Tshabalala and featured Jill Anthony from Investec Tax & Fiduciary, Tracey Ward from Investec Life and Dorothy Asomaning from Investec…

26 Nov 27 min

Reimagine Mental Health S2 ep3: Beyond limits

This episode aims to inspire, inform, and empower, while also offering a platform where stories of strength, hope, and triumph emerge from the heart of the disability community, enriching our understanding of mental wellness for all.

7 Dec 33 min

All episodes