Masterclass series

Beneficiary nominations in estate planning: Key strategies and probate simplification

Albert Coetzee, Head of Global Investment Platform, outlines the key benefits of investment products with beneficiary nominations. In this edition of Ninety One Masterclass, he categorises the products into three groups, emphasising how these nominations simplify estate planning and probate. Products like the Global Life Portfolio and Local Life Portfolio expedite transfers upon death and help avoid capital gains tax and executor fees, offering significant advantages for efficient estate planning.

19 Jul 2022

4 minutes

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