Masterclass series

Local policy wrappers: A guide to tax efficiency and estate planning

In this Ninety One Masterclass, we evaluate policy wrappers, including sinking funds and endowments, offer significant tax efficiency and estate planning benefits for South African investors. These structures provide flexibility in managing liquidity while minimising capital gains tax. Advisors can leverage these tools to enhance client outcomes and estate planning strategies.

24 Jun 2020

1 hour

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