Navigating Offshore Investments for South Africans

Offshore investments are becoming an increasingly vital component of wealth management for South Africans. Rex Cowley, co-founder of Overseas Trust and Pensions, highlights the importance of understanding the different customer segments in this space, from South Africans working abroad to those seeking to protect and preserve their wealth. Proper tax planning, regulatory considerations, and the potential complexities of international laws are key. Cowley emphasizes that working with regulated financial advisors is crucial to navigating the nuances of cross-border wealth management and ensuring that assets are protected and efficiently managed across multiple jurisdictions.