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wealth-transfer

How advisers can protect against losing assets when wealth is transferred

Financial advisers who work holistically with families to understand better the needs of the principal members and the individual members will be at an advantage when wealth changes hands, says Daryll Welsh, the head of product for Ninety One’s investment platform. A significant transfer of wealth from the Baby Boomer generation (born between 1946 and […]

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NEW IMAGE - Offshore exposure in living annuities – have the rules changed

Offshore exposure in living annuities – have the rules changed?

Offshore investing has dominated adviser-client conversations these past 18 months as the Covid-19 economic dislocation played havoc with emerging-market currencies such as the rand. While there are sub-themes around offshore investing, few have been as emotive as the conversation about offshore exposure in living annuity portfolios. The aim of this article is to provide further […]

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