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The state of estate planning

05 December 2016

New legislation may affect your clients.

Round two: Interest free loan accounts

06 October 2016

On 8 July 2016, the National Treasury and the South African Revenue Service (SARS) published a draft Taxation Laws Amendment Bill (First Draft) for public comment. It was important to practice restraint in responding to the First Draft as the process had not yet reached finality, with a number of steps still to be taken, including comments and input from the public, and the tax and fiduciary industry, which could impact the final form of the Bill, before promulgation.

What lies behind the new, evolving set of governance guidelines looming on the fiduciary’s horizon?

28 September 2016

Fiduciaries may wonder why a new set of King governance guidelines will be released on 1 November this year, but the answer is really quite straightforward: the King IV Report and Code is simply an evolutionary step that maintains relevance, assesses where we are, and points the way forward.

Proposal to Overhaul Estate Duty Abatements

27 September 2016

The Davis Tax Committee (DTC) recently published its much anticipated second report on estate duty. In its report the DTC makes a number of recommendations on the taxation of estates and trusts, including the inter-spouse and primary abatements. It is important to note that these are only advisory in nature and it remains to be seen whether Treasury will draft legislation to give effect to the recommendations.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

View the Results