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Q&A session – Tax changes, Looping structures & Financial emigration

The Anchor team recently hosted a webinar with Andrew Wellsted, a partner and co-head of tax at CMS RM Partners, entitled Tax changes, looping structures & financial emigration. In the webinar, Andrew explained what loop structures entail and discussed new legislation dismantling and relaxing loop structures. He also highlighted the tax implications, and what it means for our clients.

Andrew answers questions ranging from estate planning using loop structures, the impact on trusts, to the tax implications of using these structures.

To watch the full webinar, please click here.

Should you wish to find out how Anchor can assist you in implementing the thoughts and ideas discussed in the webinar, please contact your wealth manager or email invest@anchorcapital.co.za.



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WEBINAR | The Navigator – Anchor’s Strategy and Asset Allocation, 2Q24

Anchor CEO and Co-CIO Peter Armitage will host the webinar, provide an introduction to current global and local market conditions and give his thoughts on offshore equities. Together with Head of Fixed Income and Co-CIO Nolan Wapenaar, Pete will also discuss Anchor’s strategy and asset allocation for 2Q24, focusing on global equities and bonds. In addition, Fund Manager Liam Hechter will provide insights into local equities, highlighting some investment ideas; Global Equities Analyst James Bennet will discuss Ferrari and give an update on Tesla, and finally, Analyst Thomas Hendricks will participate in a Q&A with Peter, explaining the 10-year US Treasury to attendees.