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Filter: Situs tax
The taxes applicable to a deceased estate

29 May 2024,  André van NiekerkTebello Setleko

When a person passes, their estate must be reported to SARS and so becomes a new taxpayer with various taxes... applicable. If the deceased had foreign assets, international taxes may also apply. The executor of the deceased estate is responsible for handling all tax matters related to the deceased estate, which can become quite complex, depending on the nature of the estate. In this article, we look at some of the most important taxes applicable to a deceased estate.

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What happens to your offshore assets when you die?

04 April 2022,  Francois Fouché

 With South Africa representing less than 1% of the global investment universe, many South Africans are diversifying their investments portfolios... to include substantial offshore assets, ranging from global equities to immovable property. In this blog I will touch on a few important factors to keep in mind when planning for the transfer of offshore assets to your beneficiaries on your death.

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