Overview   

Dealing with the complexities of wills and trusts can be daunting, particularly for individuals with assets in more than one jurisdiction.  

What are the top estate planning mistakes that high net worth individuals make and what we can do to avoid these? This Q&A format discussion will answer this and also share thoughts on intergenerational financial planning, and how one can go about it.  

Join Old Mutual's Yariva Ramdhani and Mandy Dix-Peek on 15 September 2021 from 10:00 a.m. to 11:00 a.m. as they discuss wills, trusts, and intergenerational financial planning.  

Learning objectives  

By the end of this event the participant should: 

• Understand the impact of dying intestate or with an outdated will; 

• Understand why one will may not be sufficient to cover assets in various jurisdictions; 

• Understand the importance of outsourcing the drafting of a will and the administration thereof to a professional; 

• Understand when they need to have a trust in place; and 

• Understand why it is important to think about Intergenerational wealth planning. 

Content 

  This webinar covers the following topics: 

• What is the impact of dying intestate or with an outdated will? 

• Can one will cover assets in various jurisdictions? 

• Why does it take a long time to wind up an estate?  

• Sudden wealth - a common problem with inherited wealth. 

• Outsourcing the drafting of a will to a professional. 

• What is a trust and when must you have it in place? 

• Intergenerational wealth planning. 

Obtaining your CPD certificate 

This webinar is free and does not qualify you for CPD hours.  

About the presenter   

Yariva Ramdhani  

Yariva Ramdhani is a Financial Planning Solutions Specialist at Old Mutual Wealth. She holds a B.Com degree, Post graduate diploma in Financial Planning, and Advanced Post Graduate Diploma in Financial Planning and is a Certified Integral Coach (UCT) . She carries a CFP® designation and has approximately 20 years financial services experience in various roles.  Yariva joined Old Mutual Wealth as a Financial Planning Coach in 2014. She is passionate about Financial Planning and believes that financial freedom and financial education is a basic human right for all.   

Mandy Dix-Peek  

Mandy Dix-Peek is Head of Old Mutual Wealth Fiduciary Services. She has over twenty years’ experience in the fiduciary field and is passionate about helping clients successfully navigate and manage the complexities of inter-generational succession, which includes acting as a professional trustee and executor. Following a brief stint in a private legal practice, Mandy joined Fairheads International Trust Company in 1997 and was appointed as Director of Fairheads five years later. In 2015, Fairheads was acquired by Old Mutual Wealth and Mandy was appointed as a Director and Fiduciary Specialist at Old Mutual Wealth Fiduciary Services. She currently heads up this private client capability. Mandy holds a BProc (University of Port Elizabeth, H Dip Tax (University of Cape Town), and she is an attorney of the High Court of South Africa. 

Who should attend? 

 The following persons will benefit from attending this webinar: 

• Professional Accountants including: RA, CA(SA), PA(SA) and BAP(SA); 

• Accounting/Auditing Practice Owners; and 

• High wealth individuals.    

Price 

This webinar is free. 

Steps to register for the event:  

 If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here  to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options.   

Additional material 

  By attending this webinar you will be provided with: 

• Summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to me the presenter after the webinar.