Masterclass series

Leveraging disallowed contribution strategies for enhanced tax efficiency in retirement planning

In this Ninety One Masterclass, we debate leveraging disallowed contributions in retirement annuities offers significant tax efficiency, estate planning benefits, and asset protection. This strategy enables wealthy individuals to mitigate estate duty, maximise tax-free growth, and ensure financial security for future generations, making it superior to discretionary savings vehicles.

26 Nov 2021

4 minutes

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