Home /Our Insights /Home /Home
BOOK CONSULTATION SUBSCRIBE

Our Insights

Latest Insights

Is Estate Planning only for Wealthy People? Who is Legible to have a Will?

01 April 2025,  Lerato Mashego

When most people think of estate planning, they often assume it is something only the wealthy need to worry about.... However, the truth is that everyone, regardless of their financial status can benefit from having a will. The need for a will goes beyond just distributing wealth, it ensures that your wishes are respected, your loved ones are cared for, and any personal desires are fulfilled after you are gone.

READ MORE
55
Article

Thanks, but no thanks.

01 April 2025,  Relebogile Segoe

In our South African Law a testator, being a person who has the legal ability to make a valid will,... has freedom of testation. This gives testators the freedom to choose beneficiaries and outline their desires in their wills, so directing the distribution of their inheritance following death. A person who has been nominated to inherit under a will has the choice to either adiate (accept the inheritance) or repudiate (refuse to accept the inheritance). An exception applies to this rule.

READ MORE
39
Article

The thought of getting a Will scares the Living Daylights out of Me.

01 April 2025,  Puleng Valentine Tladi

I know what you thinking, Bathong (word to express disbelief, surprise or dissatisfaction) Puleng! Let me explain. I come from... a family where a conversation like this one is a taboo. Mention the word “Will” and your family members think you planning on killing them. We listen but we don’t judge!

READ MORE
44
Article

The Executor’s Duty to Insure Property and Pre-Appointment Responsibilities

01 April 2025,  Gerda Janse van Rensburg

In South Africa, when a person passes away, their estate must be administered and distributed according to their will or... the laws of intestate succession. A key figure in this process is the executor, who is appointed by the Master of the High Court to manage the deceased’s estate. 

READ MORE
46
Article

Is Estate Planning only for Wealthy People? Who is Legible to have a Will?

01 April 2025,  Lerato Mashego

When most people think of estate planning, they often assume it is something only the wealthy need to worry about.... However, the truth is that everyone, regardless of their financial status can benefit from having a will. The need for a will goes beyond just distributing wealth, it ensures that your wishes are respected, your loved ones are cared for, and any personal desires are fulfilled after you are gone.

READ MORE
55
Article

Thanks, but no thanks.

01 April 2025,  Relebogile Segoe

In our South African Law a testator, being a person who has the legal ability to make a valid will,... has freedom of testation. This gives testators the freedom to choose beneficiaries and outline their desires in their wills, so directing the distribution of their inheritance following death. A person who has been nominated to inherit under a will has the choice to either adiate (accept the inheritance) or repudiate (refuse to accept the inheritance). An exception applies to this rule.

READ MORE
39
Article

The thought of getting a Will scares the Living Daylights out of Me.

01 April 2025,  Puleng Valentine Tladi

I know what you thinking, Bathong (word to express disbelief, surprise or dissatisfaction) Puleng! Let me explain. I come from... a family where a conversation like this one is a taboo. Mention the word “Will” and your family members think you planning on killing them. We listen but we don’t judge!

READ MORE
44
Article

The Executor’s Duty to Insure Property and Pre-Appointment Responsibilities

01 April 2025,  Gerda Janse van Rensburg

In South Africa, when a person passes away, their estate must be administered and distributed according to their will or... the laws of intestate succession. A key figure in this process is the executor, who is appointed by the Master of the High Court to manage the deceased’s estate. 

READ MORE
46
Article
GO
GO
Filter: Tax
The taxes applicable to a deceased estate

29 May 2024

When a person passes, their estate must be reported to SARS and so becomes a new taxpayer with various taxes... applicable. If the deceased had foreign assets, international taxes may also apply. The executor of the deceased estate is responsible for handling all tax matters related to the deceased estate, which can become quite complex, depending on the nature of the estate. In this article, we look at some of the most important taxes applicable to a deceased estate.

READ MORE
315
Article
Why a clean donation can have sticky consequences

21 February 2024

A donation, made with the best of intent, may still land you in ‘hot’ water with SARS. In this article,... we explain why a donation could result in donations tax being payable to SARS and when and how this could happen.

READ MORE
297
Article
New SARS beneficial ownership disclosures when filing your trust tax returns

29 November 2023

Trustees should take note of additional requirements relating to the filing of provisional Trust tax returns in January 2024 as... SARS climbs on the beneficial ownership reporting train.

READ MORE
458
Article
Tread carefully when considering debt-to-equity restructuring

26 July 2023

Converting or exchanging debt that is owed by a company into shares in that same company has long been used... as a debt restructuring tool. There are, however, very fine lines that surround this solution and it needs to be structured correctly to ensure that no unintended tax consequences arise. In this article, we briefly highlight a few considerations in relation to such restructuring.

READ MORE
440
Article
When two become one, there are tax benefits

15 July 2022

When dealing with mergers and acquisitions, the one question that always arises is what tax relief, if any, exists for... companies that are contemplating a merger?

READ MORE
895
Article
Good news for offshore structures

16 March 2021

I noted an article the other day that referred to tax restrictions for loop structures. What is a loop structure... and how have restrictions been reduced?

READ MORE
980
Article

Receive Our Newsletter

SUBSCRIBE NOW