In-person: R1250.00 incl. VAT
Virtual: R950.00 incl. VATSouth African’s continue to diversify their wealth beyond borders into developed markets. However, this creates a myriad of other complexities including an assessment of offshore jurisdictions, cross border tax and estate duty planning and other such complex matters.
South African based wealth managers are often inadequately resourced to advise on these matters as private banks have a more diversified team of legal and tax advisers on hand to offer professional advice.
The International Investment Symposium brings together domestic and international subject matter experts under one roof to demystify international wealth management.
The Symposium will be held on the 30th September 2025 at The Mount Nelson Hotel in Cape Town. The conference will also be streamed out live.
International tax planning and situs tax:
Delve into the intricacies of international tax laws and regulations, and discover innovative strategies to optimize tax efficiency while mitigating risks.
Offshore investment structures and investment platforms:
Explore a myriad of investment structures and platforms tailored for both individuals and companies seeking to diversify their portfolios offshore. From trusts to offshore corporations, learn how to leverage these structures effectively to achieve financial goals.
South African trusts and distributions to offshore trusts:
Explore case studies and review tax risks and mitigations.
Technical advisor support:
Learn how organizations are making it easy for South African wealth managers to navigate the complexity of offshore investing. Showcasing support initiatives.
An update on exchange controls:
Navigate the complexities of exchange controls governing international transactions. Explore emerging trends, regulatory changes, and practical solutions to mitigate risks associated with currency fluctuations.
The International Investing Symposium is more than just a conference; it is a platform for thought-provoking discourse, unparalleled networking opportunities, and invaluable insights into the ever-evolving world of offshore investing. It is not about choosing a fund manager. It is about ensuring that the appropriate financial planning structures exist to minimize international tax and death duties. This skill is critical in advising high net-worth individuals when investing internationally.
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