Our Insights

Upcoming Events

Panel Discussion: Decoding the 2025 Budget Speech

Date: 26 February 2025 | Location: Online webinar – link will be sent to registrants

Join us for our annual online panel discussion as our expert panellists set to work decoding the 2025 national budget from a legal, tax, accounting, fiduciary, and compliance perspective and discuss the implications it holds for individuals, trusts, and companies. 

Event Details
Date: 26 February 2025
Start Time: 26 February 2025 03:00 PM
End Time: 26 February 2025 04:00 PM

Panel Discussion: Decoding the 2025 Budget Speech

Date: 26 February 2025 | Location: Online webinar – link will be sent to registrants

Join us for our annual online panel discussion as our expert panellists set to work decoding the 2025 national budget from a legal, tax, accounting, fiduciary, and compliance perspective and discuss the implications it holds for individuals, trusts, and companies. 

Event Details
Date: 26 February 2025
Start Time: 26 February 2025 03:00 PM
End Time: 26 February 2025 04:00 PM

VIEW
48
Event
GO
GO
Filter: Estate duty
Preserving your art legacy: Tax tips for collectors

02 September 2024,  André van NiekerkAnnelize 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.

READ MORE
1035
Article
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.

READ MORE
2906
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. 

READ MORE
1184
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.

READ MORE
2471
Article
Don’t forget about estate duty when doing estate planning

02 August 2022,  Annelize van der BankNanette 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?

READ MORE
3475
Article

Subscribe to our newsletters

Stay up-to-date with the latest news, laws, and events.

SUBSCRIBE NOW