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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

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Filter: Estate Planning
Why the right executor is vital for your family

29 October 2024,  Tebello Setleko

Dealing with the passing of a loved one can be extremely difficult for family members, especially when it comes to... handling all the administrative tasks accompanying the winding up of the deceased’s estate. This makes choosing the correct executor in your will a crucial step in ensuring that you leave your loved ones with a reliable and capable person who can make good decisions and administer your estate following your wishes.

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326
Article
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.

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1036
Article
Should you consider massing your estate?

06 November 2023,  André van Niekerk

A term often encountered in estate planning but generally not always that well understood, is the “massing” of estates. In... this article we take a look at what is meant by “massing” and when it makes sense to use massing in estate planning.

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3374
Article
You must take capital gains tax into account in your estate planning

04 October 2023,  André van NiekerkAnnelize van der Bank

When assisting clients with estate planning and discussing the tax considerations applicable to their estate upon their death, an often... misunderstood and unplanned for consequence following a death is capital gains tax (“CGT”). In this article, we take a closer look at some of the considerations that come into play with respect to CGT and how regular review of your estate plan is important to ensure that the latest tax considerations have been incorporated into your estate plan.

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6632
Article
How should co-executors of a deceased estate act?

14 December 2021

My mother and I have been appointed as co-executors of my late father’s estate. My mother wants to sell our... family home, but I don’t want to. She has however gone ahead and signed a sale agreement without my consent. Can she do this and sell the house without my approval?

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6395
Article
Is a copy of a will valid?

12 October 2021

Both my parents recently passed away in a car accident. My father shortly before his death mentioned to me that... they recently had a new joint will drawn up. I’ve searched everywhere for the will and can only locate a copy of the signed will. Even their attorney does not have the original will. Can this copy be accepted as the valid will of my parents?

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2906
Article
Is the interest-free loan to a trust dead?

08 March 2017,  Dr Damian Viviers

For estate planning purposes a few years ago I moved some of my assets into a family trust and financed... the disposal to the trust with an interest free loan in my name. I understand that recent tax amendments will now impose unfavourable tax consequences on me in relation to this interest free loan. Is this true?

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731
Article
Is an unsigned electronic will valid?

09 November 2015

My father recently passed away. His will was drafted by a financial planner who e-mailed the final draft to him,... but which he never signed. We found the email with the will attached but no further correspondence or documentation between the financial planner and my father regarding the content of the will or his wishes. Is this will valid?

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1320
Article
Can I inherit if not formally adopted?

13 October 2015

I have been raised as the only child by parents who are not my biological parents. Although I regard them... as my true parents, I was never formally adopted by them. They are both in ill-health and I don’t think they have a will. They don’t have much, but I am concerned that if they die I will lose the possessions that they do have. Will I be able to inherit from them when they pass away?

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831
Article
Be wise and review your will regularly

16 July 2015

I have a will which my wife and I had jointly drawn up by a friend just after we were... married. I think the will is still ok, but I am not sure. We have three children now and I’m worried what will happen to them should my wife and I pass away or even be divorced. Should I let someone have a look at my will?

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1109
Article
Is there digital life after death? Providing for virtual assets in your digital estate

21 November 2014

It’s the year 2016 and the majority of our world citizens today live digitally through online social media platforms, gaming... environments, websites, chat rooms, shopping sites and more. The growth of our digital world also gives rise to new questions of law relating to your digital ‘assets’. What will happen to my online gaming profile, Facebook account, online banking account etc. upon my death? The reality is that these digital assets also need administering and what happens to your Facebook, online banking and other accounts, may in fact, be up to you.

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844
Article
Ways to reduce your Trust’s Loan Account

25 July 2013

There are a number of benefits to placing assets in a trust for estate planning purposes. These advantages include, among... others potential estate duty benefits as well the future protection of assets. These assets are often transferred into a trust with the parallel creation of a loan account in favour of the transferor. These loan accounts can be reduced during the transferor’s lifetime in a number of ways.

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1675
Article

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