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Filter: Estate duty
The final tax return: understanding taxes at life’s end

01 October 2025,  André van Niekerk

Don’t let taxes surprise your beneficiaries; learn what to expect.

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5518
Article
Preserving your art legacy: Tax tips for collectors

02 September 2024,  André van Niekerk, Annelize van der Bank

For art collectors planning to pass their cherished collection down to heirs, it’s crucial to understand the tax implications involved.... While your artwork may hold sentimental and financial value, ensuring a smooth transfer requires navigating potential tax liabilities.

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4498
Article
The taxes applicable to a deceased estate

29 May 2024,  André van Niekerk, Tebello 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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13741
Article
Navigating the Herd: Avoid negative tax implications of livestock in your estate

19 March 2024,  André van Niekerk

Many farmers still conduct their farming operations with livestock owned in their personal capacities. Although such ownership may have certain... advantages, it can pose significant complications for a farmer in the event of his passing. It is therefore crucial for farmers to do a comprehensive tax and estate planning assessment to look into the potentially complex issues which must be addressed to ensure liquidity in the deceased estate and to avoid unnecessary financial burdens on the estate or loved ones after death. 

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4491
Article
Allowable exclusions from your estate duty

28 August 2023,  Annelize van der Bank

A question often asked by the heirs of a deceased when faced with the prospect of estate duty, is what... exclusions are allowed in terms of the Estate Duty Act 45 of 1955. In this article, we highlight some of the main exclusions from estate duty.

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6313
Article
Don’t forget about estate duty when doing estate planning

02 August 2022,  Annelize van der Bank, Nanette Janse van Rensburg

When clients are confronted with the death of a loved one, for many this is unfamiliar territory. Suddenly, deaths have... to be reported, executors appointed, documents hunted for, and paperwork completed. Yet, probably the most unforeseen for so many clients is the estate duty payable on the estate of the deceased. But what is estate duty and are there exceptions or deductions possible?

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7070
Article

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