Andrew Wellsted: Unpacking Investment & Wealth Structuring trends in South Africa

Andrew Wellsted: Unpacking Investment & Wealth Structuring trends in South Africa

Are you interested in investing in South Africa? Do you want to know more about the considerations for foreign fund managers? Then this video is perfect for you! David sits down with Andrew Wellsted, Partner at Osborn Wellsted Paulsen in Johannesburg, to discuss the ins and outs of investing in South Africa. They cover everything from tax leakages to loop structures and trends in intra-Africa trade. And if you're curious about crypto and digital assets in South Africa, they touch on that too. So grab a pen and paper and get ready to take some notes because this conversation is full of valuable insights. Don't forget to hit the like button and subscribe for more great content!

Andrew is a highly regarded South African tax practitioner. He has significant tax experience in a number of fields including finance transactions, corporate transactions and/or restructures, international tax and tax compliance work, including voluntary disclosure and disputes. He also has significant experience from an exchange control perspective in relation to cross border transactions and ownership of crypto assets. He was ranked by Chambers and Partners in South Africa for Tax, 2018-2022.

In this interview they also cover:

  • Andrew's background and expertise
  • What are some of the considerations for foreign fund managers looking at acquiring assets in South Africa?
  • How can fund managers extract proceeds from asset sales?
  • How can foreign fund managers minimise tax leakages in South Africa for their investors?
  • Are there certain jurisdictions where funds investing into SA tend to be domiciled?
  • What are seeing from the entrepreneurs & business owners in South Africa - are they expanding internationally?
  • How do Loop Structures help reinvestment into South Africa?
  • Do you see strong business links between the UK and South Africa?
  • What are some of the trends in Intra-Africa trade?
  • What about US - South Africa connections and trade?
  • Where do disputes arise with South African Revenue Services?
  • Have CRS and Information Exchange change client attitudes and behaviours?
  • What is in the wealth structuring toolkit for HNW South Africa clients?
  • Are there issues with Settlors being in control of trust structures?
  • How do you deal with clients on Succession Planning?
  • What about Crypto & Digital Assets in South Africa?
  • What kind of intermediaries do you work well with?

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