The Importance of planning in offshore investing | Better Investor Conference | Moneyweb

When investing offshore, it is not only essential to make the right selection, but also to invest through the most cost- and tax-efficient structures. For several years, international markets have outperformed the local market, and some in the know believe this trend will continue. Can offshore investments yield a greater return and improve your financial outcomes?

In this session we will discuss opportunities for investors who want to maximise their offshore returns as well as the importance of special estate planning for those with offshore investments.

Harry Joffe is head of Legal Services at Discovery Life and has 20 years of experience in estate planning, tax, trusts and insurance matters. Joffe is the convener of the Asisa sub-committee on policyholder tax matters and holds several qualifications including a BA and LLB degree, and a Higher Diploma in Tax from Wits University. He also has an LLM degree in Tax from the University of Johannesburg and is a qualified Certified Financial Planner for both the life and health disciplines.


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