Course Recording

Retirement, Death and Taxes

Recording Link
Firm/Group/Company - R1460.50 (VAT Incl.)
Individuals - R598.00 (VAT Incl.)
Recording Link
Price (MLU Subscriber):
Firm/Group/Company - R1092.50 (VAT Incl.)
Individuals - R460.00 (VAT Incl.)
Presenter: Ms Carmen Westermeyer (Wortmann)
CPD Hours: Attending the course and successfully completing the post-assessment, will grant you 2 hour/s verifiable CPD, recognised by the various professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc). Please note that the CPD certificate will only be issued once the post-assessment has been completed.
Platform: Web Based (Online)
Course Facilitator: Carmen Westermeyer
T:  0118861395
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This course is aimed at providing overview of the tax consequences when an individual reaches the later stages of their life and needs to start arranging their affairs for retirement and eventually their passing. This will look at the tax consequences of retirement and death and provide some insight into how this can be best planned for. There is no one size fits all answer, understand your clients needs by understanding the consequences of their choices.

After attending this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments: • Calculation of the income tax consequences when receiving a lump sum • Understanding the consequences of different investment types for the calculation of Estate Duty • Calculation of Estate Duty • Be able to provide your client with a list of key questions to assist them with making the correct choice.

This seminar will cover the following areas • Tax consequences of payouts from lump sums • Tax consequences of payouts from insurance companies • Tax consequences on death – income tax and VAT • An overview of the calculation of Estate Duty payable after accounting for rebates • Key questions to ask to determine the most suitable plan for an individual

This course would be useful for all staff who have a responsibility to submit Estate Duty returns. The course will provide guidance with regard to the appropriate valuation techniques that must be used for assets. Any delegate that is looking to get a refresher on the above topics would also be welcome.