Available Course
Estate Planning and Trusts: Taxation and Technical Aspects
>> Click here to book this training as an In-House course <<
| Duration: | 4.00 |
| CPD Hours: | Attendance at this seminar will secure 4 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc) |
| Course Facilitator: |
Wessel Smit
T: 0118861395 E: gillian@probetatraining.co.za |
| Back | |
This is a practical 4-hour webinar we will focus on technical and taxation aspects of wills, the position of trustees and the different taxes on death, including possible restructuring. The latest legislation amendments, developments and trends will also be addressed.
The webinar will deal with the following topics:
• Technical analysis of wills, including redistribution agreements
• The position of the trustees with reference to case law
• An analysis of the different taxes at death:
• Estate duty
• Capital Gains Tax
• Normal Income Tax
• VAT
• Latest developments including possible restructuring opportunities including the use of the corporate rollover relief considering the impact of the SARS private binding rulings.
This webinar is aimed at estate planners, brokers, accountants, auditors, financial planners, attorneys as well as any other person involved in estate and taxation planning.