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INVESTMENT SERVICES
Sometimes referred to as 'New Age' Tax Planning, life insurance policies offer an alternative and highly advantageous holding structure for assets of private clients. Traditional insurance companies focus on gathering cash and quoted investments inside policies. Wellington Shield specialises in policies designed to hold non marketable assets, such as the shares of private companies. Management fees are independent of underlying asset value. These policies can provide exceptional tax planning opportunities.
Wellington Shield Life Contract
In South Africa
Aurthorised Intermediaries
Legal and Tax Advice
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