Estate Planning: Learn practical skills for you to apply in your business

Seminar Information

A hands-on workshop where experienced Estate Planners will work through case studies so that you’ll walk away with an in-depth knowledge of estate planning and how to apply it.

CPD hours: 6
Cost for members: R 1100,00 (incl VAT)
Cost for non-members: R 1600,00 (incl VAT)

Who should attend

If you are a fiduciary practitioner, a financial advisor or a student with basic knowledge of income tax, capital gains tax, estate duty, wills, intestate succession and the patrimonial consequences of the different marital regimes in South Africa and are looking to improve your skills in this important area of financial planning, this seminar is ideal for you.

How will attendees benefit

On completion of this seminar, you will be better informed and equipped on how to construct a holistic estate plan for a customer, which includes recommendations on saving estate duty as well as the ability to improve an existing estate plan.


A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

Why Masthead?



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Masthead is a level 2 B-BBEE contributor.

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