Episode Details

In this episode, Warren Ingram delves into the topic of portfolio diversification and how it can help you achieve financial stability and growth through a Q&A on based on EU Investing. Warren explains the importance of balancing local and overseas investments to take advantage of diverse market trends, tax implications, Will considerations, and the role of SICAV implementations in portfolio diversification.

Topics/ Questions:

• Importance of splitting assets locally and overseas
• Explanation of European investments vs global equity
• Benefits of investing in multiple global markets
• Consideration of currency exchange and its impact on investments
• Consideration of tax implications
• Overview of investing in Switzerland, Ireland, Luxembourg, and the Channel Islands
• Explanation of recognition of a South African Will
• SICAV Implementations

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