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Roundtable: Tax Efficient Vehicles for Wealth Managers

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Learning: Knowledge

In this roundtable a panel of experts discuss different tax efficient vehicles, endowment product rules and the limits around retirement annuities. Discussing are:

  • Andrew Auld, Executive Wealth Manager, Alexander Forbes
  • Tiaan Herselman, Head of Advice, Old Mutual Wealth
  • Lisa Kaplan, Wealth Manager, Sterling Private Wealth

People

Asset Classes

Companies

Alexander Forbes
Masterclass SA
Old Mutual Wealth SA
Sterling Private Wealth