This Publication is accredited for
13 CPD Hours by the Financial Planning Institute.
The international planning landscape has changed to such an extent that the decision where to live and where to do business and invest, may have serious consequences for the family or individual involved.
Knowledge of the Offshore landscape, together with careful planning in advance are absolute essentials.
This up-to-date, purposeful and comprehensive publication is essential to anyone who is invested offshore or who has aspirations to do so. It is a valuable tool in any financial adviser’s armoury!
About the Authors
PAUL EW ROPER (p2roper@gmail.com)
A LLM Adv Dip (International Tax)
MIT CFP TEP Adv Cert UK Tax
Advocate of the High Court of South Africa
Director: VG, Jersey, Channel Islands
Family Wealth: Key Adviser, Relationship Partner, Trustee to Ultra High Net Worth and High Net Worth families across the globe.
Paul brings more than 30 years’ experience in the legal and financial spheres, including several years as a State Advocate and consulting to governments. Paul looks after the private wealth of families across the world with a focus on South African wealth, tax, and structures for expatriated and currently resident families. He offers a powerful combination of legal and financial knowledge and entrepreneurial insights.
In addition to vast experience of international structures, Paul acts in a number of different capacities for private families and corporates as Director, Non-Executive Director and Trustee. He also acts as homme d’affaires for certain family relationships who derive great comfort knowing they are in safe hands through Paul’s wealth of experience and technical expertise.
Paul has authored and co-authored nine books covering offshore investments, covering financial structures and tax, as well as international financial structures, and tax, as well as international financial centres, including financial and retirement planning.
Paul was recognised at the 2022 Citywealth IFC Awards and awarded Silver for Trustee of the Year (Channel Islands & Isle of Man).
COBUS KRUGER (cobus@purplewealth.co.za)
Cobus holds a B.Com (Law), a MBA, and an Investment Management Certificate from the CFA Institute. He has completed executive programmes focused on Artificial Intelligence from MIT and Applied Data Science from Columbia University.
Cobus is a member of STEP (Society of Trust and Estate Practitioners) RE 1 and RE 5. Cobus has 28 years experience in financial services, primarily focused on the international investment market. Cobus held various roles including Head: Discovery Invest International, CEO of Sanlam Global Investment Solutions and Head of Product & Investments at Glacier International.
Other roles have been largely concentrated on developing products, legal structuring and investment management for Old Mutual International, New Star Asset Management, TriAlpha Investment Advisors Limited and the Stonehage Fleming Group.
PETER O'HALLORAN (thetaxbarrister@gmail.com)
B.Iuris B.Proc LLB LLM (Tax) Adv. Dip Estate and Financial Planning IOB. Advocate of the High Courts of the Republic of South Africa and the Republic of Botswana. Peter is a Chartered Tax Adviser, registered with SAIT.
Founder: Kingsway Trust Co (Pty) Ltd, Gaborone, Botswana. Peter has many years of experience in cross-border tax consulting to SMEs. His estate planning skills have proved to be of value to high net worth individuals and business owners, as does his expertise in tax and civil litigation.
Cameo Contributions 2024/2025 Edition
Amal Autar
David Sass
Erich Bell
Ian Banneville
Jason Carpenter
Marina Loots
Rob Douglas
Dr Rufaro Nyakatawa-Mucheka (PhD)
Ryno Viljoen
Theunis Ehlers
Other Publications by the main authors
Offshore Options (1999) – Paul Roper
The Financial Advisers Handbook (1999, 2000, 2001, 2002) – Paul Roper, Ian Chambers
Offshore Pitfalls (2000) – Paul Roper, Julian Ware
Offshore Opportunities and Pitfalls (2001) – Paul Roper, Julian Ware
Offshore Insight (2001) – Paul Roper, Julian Ware
The Practical Guide to Offshore Investments (2000–2007) – Paul Roper, Nico Kruger, André de Kock — Heinrich Odendaal 2002 – 2003 (Contributing)
Buitelandse Beleggings – ‘n Praktiese Handleiding (translation) (2001–2002) – Paul Roper, Nico Kruger, André de Kock — Heinrich Odendaal co-author in 2002
The Practical Guide to Offshore Financial Centres (2003) – Paul Roper, Heinrich Odendaal, Grant Roberts, Corneel Pelser
The Practical Guide to Retirement Funds and Retirement Planning (2005) – Paul Roper, Nico Kruger, André de Kock, Nicky Dewar
The Practical Guide for Wealthy Families and Family Offices (2020/2021) – Paul Roper, Roelf Odendaal, Heinrich Odendaal — Nicky Dewar (Contributing)
The Practical Guide to Offshore Investments (2021/2022) – Paul Roper, Cobus Kruger, Peter O’Halloran
The Practical Guide to Offshore Investments (2022/2023) – Paul Roper, Cobus Kruger, Peter O’Halloran
The Practical Guide for Wealthy Families and Family Offices (2023/2024) – Paul Roper, Ian Murphy, Nicky Dewar
