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Beyond Succession
Nico Banda
15 episodes
2 days ago
Welcome to the Beyond Succession podcast! The podcast that helps you navigate the complex world of succession and estate planning from Wills, Trusts, Tax strategies to charitable giving to mention a few. Beyond succession, we explore the topic of 'success' and the many different paths to achieving success. From entrepreneurship, corporate life to personal development and creative pursuits - we will be diving into the strategies and mindsets that have helped our guests achieve their goals. Tune in and let us start planning your legacy today!
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Education
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All content for Beyond Succession is the property of Nico Banda and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the Beyond Succession podcast! The podcast that helps you navigate the complex world of succession and estate planning from Wills, Trusts, Tax strategies to charitable giving to mention a few. Beyond succession, we explore the topic of 'success' and the many different paths to achieving success. From entrepreneurship, corporate life to personal development and creative pursuits - we will be diving into the strategies and mindsets that have helped our guests achieve their goals. Tune in and let us start planning your legacy today!
Show more...
Education
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Episode 9 - Trusts in Transition: Navigating South Africa's Greylisting Changes and Choosing the Right Financial Structure
Beyond Succession
24 minutes 29 seconds
2 years ago
Episode 9 - Trusts in Transition: Navigating South Africa's Greylisting Changes and Choosing the Right Financial Structure

In this final instalment of our Trust-related series, we bring our exploration full circle by addressing significant changes caused by the recent greylisting of South Africa by the Financial Action Task Force (FATF).

Join us as we examine how global regulations have impacted trusts, emphasising the latest updates like Ultimate Beneficial Owner (UBO) reporting requirements.

We'll also shine a spotlight on the potential advantages of utilising companies as an alternative to trusts, shedding light on critical factors to consider when selecting the optimal financial structure for your needs.

Whether you're a seasoned investor or just beginning your journey into trust structures, this episode is a must-listen to stay informed and make sound financial decisions in an ever-changing world.

Audio Clip taken from The Wire (episode on following the paper trail)

Beyond Succession
Welcome to the Beyond Succession podcast! The podcast that helps you navigate the complex world of succession and estate planning from Wills, Trusts, Tax strategies to charitable giving to mention a few. Beyond succession, we explore the topic of 'success' and the many different paths to achieving success. From entrepreneurship, corporate life to personal development and creative pursuits - we will be diving into the strategies and mindsets that have helped our guests achieve their goals. Tune in and let us start planning your legacy today!