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 their eventual passing. This will look at the tax consequences of 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 an income tax return in the year of death
• Administrative responsibilities in the year of death
• 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.
Investment managers, Financial managers, Auditors, Bookkeepers, Financial accountants, First year SAICA Trainees, Second year SAICA trainees, Third year SAICA trainees, Fourth year SAICA trainees, Fifth year SAICA trainees,
Audit managers, Audit partners, Engagement Quality Control Reviewers, Compliance officers, Ethics officers
