2025 Tax pitfalls of estate planning
The efficiency of investment and estate planning can easily be undermined by unforeseen tax consequences triggered by death. The lack of liquidity in an Estate to meet these tax obligations may cause assets to be liquidated in adverse market conditions.
There is the need for a comprehensive understanding of the all the tax consequences of local and foreign investments to ensure tax efficient estate planning due to the myriad of taxation legislation applicable both at the date of death of a natural person taxpayer and thereafter.
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The outcomes of the live events has been mapped to the following competencies: Tax planning, Tax governance.
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The live event is ideal for Continuing Professional Development and where required the necessary CPD accreditation is obtained from the professional body. For more information contact us.
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We offer bulk registration discounts for group bookings on our live events. Please view our standard group booking rate card here.
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Event hosted by
Diane Seccombe
Ideal for
Continuing Professional Development (CPD)
Date
Part 1 - 14 November 2023
Part 2 - 23 November 2023
Part 2 - 23 November 2023
Time (SAST)
09h00-11h30
This live event is recorded
Join us as we take a practical look at the applicable tax legislation, and address, inter alia:
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Taxation of deceased
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CGT and normal tax:
- Interest in a foreign pension trust
- Spousal rollover rules and non-resident spouses
- Are usufructs still a good idea?
- Efficient bequest of purchased annuity and section 10A exemption
- Taxation of interests in local and foreign endowments
- Retirement funds and qualifying annuities
- Efficient use of disallowed fund contributions
- Tax planning and loans
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Tax cost of holding shares
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Risks for farmers holding livestock including game farmers
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Deceased Estate
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Rules for valuation of assets
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Tax planning in respect of VAT and Income Tax
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Trusts
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“Sham” Trust and use of valid trust for Estate planning
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Bequest of loans to trust
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Rights of beneficiaries
- Effect of non-resident beneficiaries
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Base cost of inherited assets, including bare dominium
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Estate Duty
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Foreign pension Trust and SARS ruling
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Value of dutiable estate
- Endowments
- Excess Retirement Fund contributions
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Use of portable spousal rollover
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Use of usufructs
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Situs taxes and offshore assets
The index below represents the structure of the Live Event. You will be able to access the information contained within the index once registered. On the day of the event, you will head over to section 2 below where the Live Event will be streamed.
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Meet the instructor
Diane Seccombe
Diane Seccombe is an admitted attorney with a masters degree in taxation. She has over 15 years of experience with taxation. Diane is currently the National Head of Tax Training at Mazars Academy Proprietary Limited and in this capacity provides tax training to professional institutes, banks, financial service providers and financial planners. She is also well known amongst students for her tax lectures at post graduate level. Diane consults on income tax matters including, corporate, individual and international tax and is an expert in Value Added Tax
Live Event series for trainees
Outcomes
- Operating within a remote/hybrid work environment internally and with clients.
- What is the change curve and how this relate to your new role as trainee accountant.
- Mastering time management within your new role as trainee accountant - use outlook calendar to your advantage!
- Your health is important – Understand the important of sleep, exercise and brain care.
Live Event series for trainees
Outcomes
Developing effective communication skills:
- Understand the importance of effective communication in the workplace (written and verbal).
- Introduction to business writing for first year trainee accountants (including email etiquette).
- How to use Microsoft Outlook and draft professional business emails.
- How to use a translator if English is not your first language.
Live Event series for trainees
Outcomes
- Operating within a remote/hybrid work environment internally and with clients.
- What is the change curve and how this relate to your new role as trainee accountant.
- Mastering time management within your new role as trainee accountant-use outlook calendar to your advantage!
- Your health is important –Understand the importance of sleep, exercise and brain care.
Live Event series for trainees
Outcomes
- What is Microsoft office 365?
- Introduction to excel and how you will be using excel as a first year trainee accountant.
- Important excel functions you will use daily.
- What is working papers and how does this work in excel?
Live Event series for trainees
Outcomes
- Introduction to Microsoft PowerPoint and Word.
- How to prepare a presentation in PowerPoint.
- How to prepare reports, letters and communications in word in a professional manner.
- .Tips and tricks to be more efficient in Word and PowerPoint.
Live Event series for trainees
Outcomes
Ethics masterclass dealing specifically with personal ethics:
- What are personal ethics?
- Why are personal ethics important for you?
- How do you make the right personal choices?
Live Event series for trainees
Outcomes
Getting the most out of your CA2025 training contract experience:
- Understanding how the CA2025 training programme works.
- Developing the right attitude towards your training contract and the importance of regular reflection during the contract term.
- How assessment works and what to do to ensure that you get signed off at the end of the training contract as proficient.
Live Event series for trainees
Outcomes
Introduction to auditing:
- Why are audits conducted?
- What happens when auditors get it wrong?
- How are audits conducted?
- Where do I fit in this process?
- What is expected of me during the first year?
Live Event series for trainees
Outcomes
The financial statement assertions and audit evidence:
- Understanding the financial statement assertions and their relevance in performing audit procedures.
- Understanding the requirements for sufficient appropriate audit evidence to prove the assertions.
Live Event series for trainees
Outcomes
Risk of material misstatement:
- Understanding what audit risk is, and the three components that affect it.
- Understanding the impact of Risk of Material Misstatement on the nature, timing and extent of substantive audit procedures.
Live Event series for trainees
Outcomes
- In this master class trainees will touch on professional skills directly linked to developing their relational acumen and Winning with People.
- Communication skills, People skills, Relationship-building skills
Live Event series for trainees
Outcomes
- In this master class trainees will touch on professional skills directly linked to developing their relational acumen and managing people.
- Leadership skills, Managing others, Teamwork
Live Event series for trainees
Outcomes
Ethics masterclass dealing specifically with professional ethics:
- What are professional ethics?
- Why are professional ethics important for you?
- How do you make the right professional choices?
Live Event series for trainees
Outcomes
- What is emotional intelligence?
- Understand and manage your emotions.
- Understand the emotions of others working with you.
- How to get your emotions to work for you,not against you.
Live Event series for trainees
Outcomes
- Why is Cyber security important.
- What can go wrong?
- Email best practices with reference to cyber security.
- What to look out for, how to evaluate authenticity of emails etc.
- Like farming, phishing, click bait, malware.
Live Event series for trainees
Outcomes
Ethics masterclass dealing specifically with business ethics:
- What are business ethics?
- Why is understanding business ethics important for you?
- How do you evaluate the right business choices?
Live Event series for trainees
Outcomes
- Why a personal budget is important?
- How to prepare your budget and what tools are available.
- How to use excel for this.
- Top 3 tips in personal finance!
Bulk Enrolment Rate Card
We offer bulk enrolment discounts for this course. Request a formal, no obligation bulk enrolment quote today.