Estate Planning Masterclass - Estate Duty Course (Session 2)

Price:
R565.00 (VAT Incl.)
Level:
Tax Professionals
Sub-level:
Deceased Estates
Lecturer:
Biz Facility
Duration:
120 Minutes
Additionals:
   CPD Assessment
   Certificate

Lesson Outline

One of the most important reasons for a proper estate plan is to minimize estate duty and any possible capital gains tax liability. As a general rule, testators are allowed to arrange their affairs in a way that will minimize the amount of estate duty and capital gains tax liability.

This session gives much needed insight on Estate Duty as part of your Estate Planning process. The outline of the Estate Duty calculation will also be demonstrated during this session.

During the webinar, the following topics will be discussed:

  • Assets / Property
  • Section 4q deductions (survivng spouse)
  • Estate Duty Rebate
  • Possible roll over rebate to subsequent deceased
  • Accrual claims
  • Allowed Deductions
  • Allowed costs / liabilities
  • Bequests to certain registered institutions

All Included:

  • Video presented course
  • Downloadable course material
  • Certificate of training
  • SAIT Accredited - 4 Verifiable CPD points