Estate planning is an essential part of managing your wealth and ensuring that your assets are distributed according to your wishes. One of the most significant considerations in estate planning is estate duty, a tax imposed on the estate of a deceased person before...
Capital Gains Tax (CGT) is an important consideration for individuals, businesses, and trustees in South Africa. Whether you are selling a property, managing a trust, or planning your estate, understanding how CGT works can help you minimise tax liabilities and ensure...
When someone dies, their assets and liabilities fall into a deceased estate that must be wound up under the supervision of the Master of the High Court. One of the most valuable—and emotionally charged—assets in any estate is fixed property. Whether you are an...
A South‑African trust can be a powerful vehicle for asset protection and estate planning – but only when it is transparent, compliant and well‑governed. Since 1 April 2023, sweeping amendments to the Trust Property Control Act 57 of 1988 have forced trustees to up...
Estate planning is not just about who inherits your assets; it’s also about how easily those assets can be converted into cash to settle debts, taxes, executor’s fees, and day-to-day expenses while your estate is being wound up. This ability to pay inevitable costs...
Trusts are widely used in South Africa to preserve family wealth, ring-fence assets from creditors, and provide long-term financial security for future generations. When executed correctly, a trust is a robust fiduciary vehicle that separates ownership (held by the...
