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Estate planning essentially involves structuring your personal financial affairs in such a way that, upon your death:

  • estate duty ("death taxes") are minimized
  • there is sufficient liquidity to meet the estate's financial obligations
  • inheritances are sufficiently protected for your heirs

A common misconception about estate planning is that it revolves solely around life assurance policies. This is incorrect as, although life policies are often taken into account, comprehensive planning involves the structuring of wills, trusts and donations. Issues such as marital contracts, CGT and income tax all need to be taken into account.

A few hours of professional planning can often reduce your future estate duty burden by hundreds of thousands of Rands.


Estate Planner


How Estate Duty is Calculated

The Executor

What happens to your assets when you die?

Estate Duty Deductions

Trusts - are they still relevant

10 Estate Planning Tips

Wills and Estate Planning: Resouces from our sister site FindanAttorney

How to prepare a valid Will

Trusts- The Basics

Inter Vivos and Testamentary Trusts

Tax Free Annual Donations to Trusts and Dependents

Proposed Changes to the Taxation of Trusts

Trusts: Beware the use of interest-free loans

Certainty? In this world nothing is certain but death and taxes - Benjamin Franklin