Attending the course and successfully completing the post-assessment, will grant you
4 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.
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.
