Masterclass series

Maximising retirement savings: Retirement planning insights HNWI services clients (Part Two)

In this Masterclass, we demonstrate strategies for reducing income tax, estate duty, and ensuring effective succession planning through a detailed client case study. Topics included tax-efficient structures, estate duty mitigation, and how to use the Nienty One global investment portfolios. Financial advisors can gain practical insights by integrating tax and estate planning within an international investment strategy.

20 Apr 2023

1.5 hours

Exclusive content

This content is exclusively available to registered financial advisors.

Please log in to your Ninety One Investment Platform account to access it.

Login here