This course is aimed at providing an in depth view into the calculation of Estate Duty. It will focus on three key areas. One, what is property? Two, how do I value property? Three, how do I calculate the Duty payable?
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 value of the Estate
• Calculation of Estate Duty
• Determining the liability for Estate Duty
• Complying with the administrative provisions for the submission of Estate Duty
This course will not cover the Administration of the Deceased Estate.
This seminar will cover the following areas
• Definition of property and deemed property
• Valuation of property
• Calculation of dutiable amount (this will include deductions and other adjustments)
• Calculation of Estate Duty payable after accounting for rebates
• Administrative provision
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.
Kindly note that edited recording links will be made available 48 hours after the webinar has taken place to all delegates WHO have registered and attended the webinar. If you are unable to attend the webinar please send us an e mail requesting the recording
Material link: You will only be able to access the material once you are logged-in. The electronic material will be made available 45 minutes before the start of the session. It will be available as a download on the platform, on the right-hand panel on your screen under the option “handouts”