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Glacier International 2022 Webinar Wrap-up

The Offshore Deep Dive: Tax | Offshore Assets | Reporting | Solutions

Global markets present viable opportunities for a diversified portfolio. They also present complexities that may stymie even a seasoned, accomplished investment adviser. A confident appreciation of some of the tax and reporting intricacies related to offshore assets is essential, as you tailor and diversify your client’s portfolio.

In this webinar, experts in our business and beyond examined some essential themes in offshore investing.

If you missed the webinar or would like to watch it again, please use the resources below.


Webinar Articles

Glacier International Business Update - 2022
Andrew Brotchie, Managing Director of Glacier International

Tax considerations when investing offshore
Diane Seccombe, Head of Taxation at Mazars Academy

Changes in the offshore regulatory and reporting environment
Nico Le Roux, founder of Incompass

Glacier International’s value proposition
Dean de Nysschen, senior research and investment analyst at Glacier by Sanlam

Sustainable investing
Dean de Nysschen, Senior Research & Investment Analyst at Glacier by Sanlam
Siobhan Cleary, ESG Specialist at Baillie Gifford


Tax planning resources

FSCA findings

Tax planning workbook


Glacier Financial Solutions (Pty) Ltd and Sanlam Life Insurance Ltd are licensed financial services providers.
Glacier International is a division of Sanlam Life Insurance Ltd.
The Global Life Plan is an offshore endowment policy and the Global Investment Plan is an offshore sinking fund.  Both policies are issued by the Sanlam Life Insurance Bermuda branch.
The Glacier Offshore Investment Plan is administered by Glacier Financial Solutions (Pty) Ltd, a licensed administrative financial services provider, FSP 770.

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Statements and tax certificates for the period ending 29 February 2024

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