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.
Web Based (Online)
Carmen Westermeyer
0118861395
gillian@probetatraining.co.za
Death is an unfortunate reality for all of us. We are all aware that we should have our affairs in order when the time comes, but often we don’t really know what this means. The aim of this session is to look at what makes for a valid will and what the consequences are when you don’t have one.
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:
• Identify a valid will
• Understand some of the key features of a good will
• Understand the consequences if the Intestate Succession Act must be applied
• Be able to advise a client as to the pro’s and con’s of having a will versus being subjected to the Intestate Succession Act.
The aim of this session is to :
• What are some of the things to consider when drafting (or not) a will?
• What are the legal requirements for a valid will?
• Can I write anything into my will?
• Do I have to have a will per country?
• What happens when I don’t have a will?
• How does intestate succession work?
This course would be useful for all persons who provide tax advice for any clients. It would also be useful for any persons who are responsibility for the tax compliance of their businesses or their clients. Any delegate that is looking to get a refresher on the above topics would also be welcome.
