Mandy Dix-Peek (Head of Old Mutual Wealth Fiduciary Services) and Elbe Thatcher (Old Mutual Wealth Fiduciary Specialist)
Estate planning can be an intricate and often multifaceted process. This is especially true for ultra-high net worth clients where specific structuring complexities, offshore assets and multiple jurisdictions come into play. However, while the importance of drafting an estate plan is well-understood, certain aspects are often overlooked and these could ultimately lead to complications down the line.