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)
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.
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.