Old Mutual Wealth artwork

Mandy Dix-Peek and Michael Avery discuss some of the complexities when dealing with offshore estates

Old Mutual Wealth

English - May 20, 2021 12:00 - 7 minutes - 3.54 MB
Investing Business old mutual investing wealth market analysis africa invest Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed


With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets. This is more than simply an annoyance in the case of deceased estates as complications can easily hold up processes when multiple jurisdictions are involved. In this radio interview, Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services and Classic Business’ Michael Avery discuss some of the complexities when dealing with offshore estates.