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Roundtable: Tax Efficient Vehicles for Wealth Managers

June 30, 2021 | 37m 57s

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

Tiaan Herselman

Asset Classes

Companies

Alexander Forbes

Masterclass SA

Old Mutual Wealth SA

Sterling Private Wealth