Estate Duty

In-house course

2.00
Attendance at this seminar will secure 2 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
Select   gillian@probetatraining.co.za

This webinar 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 webinar 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 who is looking to get a refresher on the above topics would also be welcome.