M&A Specialist Session: Deceased Estates

by Carmen Westermeyer of Maitland & Associates

Thursday, 26 July 2018

2:00 PM - 4:00 PM


Carmen Westermeyer CA(SA)


      • 2 hours, Thursday 26 July 14:00 – 16:00
      • R299 for the webinar
      • Certificates will be issued
      • Genres: To be confirmed

We spend a large amount of time talking to our clients about their Estate Planning, but do we refresh our knowledge enough? Are we looking at the interplay between Donations Tax and Estate Duty and how they should be dealt with administratively? The aim of this session is to cover the following topics:

  • What is a donation?
  • How do I value a donation?
  • What are the administrative requirements with respect to Donations Tax?
  • What is Estate Duty and how is it calculated?
  • What are some of the proposed changes in this field?