South Africans often use family trusts to protect assets, provide for children, and manage inter-generational wealth. A common technique is to move assets into a trust by selling them to the trust on credit, or by advancing cash that the trust will repay over time....
No one enjoys thinking about the costs that arise after a death, but careful planning for estate expenses is one of the biggest gifts you can leave your family. In South Africa, the administration of a deceased estate triggers a sequence of fees, taxes, professional...
A well-structured trust can preserve family wealth, protect vulnerable beneficiaries, and deliver tax and governance benefits that last for generations. At the heart of every successful trust is a competent board of trustees. Increasingly in South Africa, that board...
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...
