Senior Investment Strategist Payal Trehan reviews the global economy financial markets and what it means for your savings & investments.

In this webinar, South African fiduciary expert Rex Cowley joins Michele to discuss recent regulatory and legislative changes affecting financial planning for South African expatriates.

In this webinar, Neil Chadwick examines the various tax complications caused by Covid, including inadvertent residence caused by “overstaying”.

Living in the USA, Europe, the UK and other desirable destinations around the world could change you and your family’s life!

In today’s world, many investors find themselves living internationally and they increasingly realise the benefits of obtaining a passport in a second or even third country. In recent years it is common for high net worth individual to seek out multiple citizenship...

Global Market Update – February 2021 - Brexit, Biden, Covid In the United States, there is a new President in the White House as Joe Biden takes control and the Democratic Party majorities in the House and Senate. In Europe, the EU and the United Kingdom managed to...

If you either reside in South Africa or are a South African living overseas, careful financial planning is essential. It allows you to protect your assets, grow your wealth and pass it on to the next generation. In this webinar, Michele is joined by fellow South...

Did you know UK Inheritance Tax (IHT) is calculated at 40% on your worldwide wealth/asset value? The fact is UK Inheritance Tax (IHT) can seriously damage your family’s wealth and assets you imagined you would be passing onto your beneficiaries, may end up being sold,...

In this webinar, Michele takes a comprehensive look at education fees and looks at how early planning can help parents support their children financially throughout their education. She also explains the million dollar baby, and how she is helped a client with a plan...

In this webinar, Senior Investment Strategist Payal Trehan reviews the short and long term impact of Joe Biden's election on the financial markets, the global economy and the money in your pocket. This webinar also includes an extended Q&A session with the live...