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Estate Duty

Divorce – accrual – living annuities an asset in the estate

In the case of CM v EM it was held in the Supreme Court of Appeal of South Africa (“SCA”), case number 10861/2018, that: “The value of the Respondent’s right to future annuity payments in respect of Personal Portfolio Living Annuities (“the

SAAudit November 4, 2020 Estate Duty Read more

Failure to plan your estate is planning to fail

We’ve all seen it in movies and novels: A young unsuspecting person wakes up one day to find out that they had been left an extraordinarily large estate from a distant relative that they hardly knew existed. We chalk it

SAAudit August 12, 2020August 13, 2020 Estate Duty, Trusts, Wills Read more

What is the cost of my estate duty?

In terms of the stipulations of section 4 of the Estate Duty Act No 45 of 1955 certain deductions from the value of an estate are allowed in order to determine the final value of the estate which will be

SAAudit June 9, 2017 Estate Duty Read more

Some pointers for planning your estate

The main aim of planning your estate is to ensure that as much of the accumulated wealth is utilised for your own benefit and for the maximum utilisation of dependents on your death. “Estate planning” has been defined as the

SAAudit May 5, 2017 Estate Duty Read more

Administering of an estate

The administering of a deceased estate is regulated by the Administration of Estates Act No 66 of 1965 (as amended) and divided according to a valid will or the Intestate Succession Act No 81 of 1987 (as amended) or a

SAAudit May 5, 2017May 5, 2017 Estate Duty Read more

Using a trust for estate duty purposes

Trusts are popular mechanisms through which individuals often structure their affairs to ensure efficient administration of their estates when they should one day die.  One of the many advantages of using a trust is of course that it continues to

SAAudit April 4, 2017April 4, 2017 Estate Duty Read more

Implications of estate duty

Estate duty is charged on the dutiable value of the estate in terms of the Estate Duty Act. The general rule is that if the taxpayer is ordinarily resident in South Africa at the time of death, all of his/her

SAAudit February 14, 2017 Estate Duty Read more

Have you ever done your estate planning?

If you have never planned your estate, perhaps now is a good time to consider it. This will be to everyone’s benefit, as there are often hidden costs which come into effect at the time of passing, that are not

SAAudit October 26, 2016October 26, 2016 Estate Duty Read more

Dealing with marriage and estate planning

It is important to understand the legal implications of the marital property regime, especially when drafting a Last Will and Testament and also when entering into a marriage, as the regime chosen by the estate planner is going to affect

SAAudit April 25, 2016 Estate Duty Read more

Some pointers for planning your Estate

The main aim of planning your estate is to ensure that as much of the accumulated wealth is utilised for your own benefit and for the maximum utilisation of dependents on your death. “Estate planning” has been defined as the

SAAudit February 17, 2016February 17, 2016 Estate Duty Read more

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