Use of trusts for tax planning

Many taxpayers make use of local and offshore trusts for a variety of reasons, one them being the perceived tax benefits. Please join us as we discuss the use of trusts for tax planning, the benefits and limitations.

  • The outcomes of the live events has been mapped to the following competencies: Tax planning, Tax governance.
  • 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.
  • We offer bulk registration discounts for group bookings on our live events. Please view our standard group booking rate card here. 
Write your awesome label here.
Event hosted by
Diane Seccombe
Ideal for
Continuing Professional Development (CPD)
Date 
Part 1 - 08 August 2023
Part 2 - 17 August  2023
Time (SAST)
09h00-11h00
This live event is recorded

We will, inter alia, address

Loans to trusts

  • Use of R100 000 to reduce loan amount
  • Prevention of intergenerational deemed donations
  • Beneficiary loan accounts

Non-resident beneficiaries

  • Deemed accruals resulting from low or interest free loans
  • Capital gains tax and pre-emigration tax planning
  • SA sourced amounts 

Consequences of Trust as shareholder for 

  • group structures
  • use of section 42 rollover rules

Use of offshore trusts

  • Tax implications of currency of loan funding
  • Transfer pricing and loan funding
  • Attribution of capital gains and income back to SA resident taxpayers

Inter-generational wealth transfer

Multiple trust structures

Rights of beneficiaries, and use of minor beneficiaries for tax planning

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. 

Drag to resize
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