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Will and Trust
Advice and guidance in respect of the drafting and execution of a will, planning and formation of a family / business / testamentary trust, taxation, compliance and fiduciary aspects, registration of trusts and safe storage of wills.
Team
Insights
Capital gains distributions between trusts – who gets taxed?
03 December 2024
Can the conduit principle be used in structures where there are multiple trusts? This issue has recently been heard by
...
the Constitutional Court in the case of Thistle Trust v Commissioner for the South African Revenue Service (CCT 337/22) [2024] ZACC 19 which has guided how to tax capital gains in multi-tiered trust structures.
show more
READ MORE
9
Article
When and how can a trustee resign from a trust?
03 December 2024
There is often great uncertainty and misconceptions when it comes to the resignation of trustees of a trust. In this
...
article, we look at the requirements for the resignation of a trustee from an inter vivos trust and a testamentary trust.
show more
READ MORE
8
Article
Why the right executor is vital for your family
29 October 2024
Dealing with the passing of a loved one can be extremely difficult for family members, especially when it comes to
...
handling all the administrative tasks accompanying the winding up of the deceased’s estate. This makes choosing the correct executor in your will a crucial step in ensuring that you leave your loved ones with a reliable and capab
show more
READ MORE
23
Article
Trustee responsibilities have become even heavier
26 June 2024
The Trust Property Control Act 57 of 1988 (“TPCA”) provides the framework for the effective and efficient operation of a
...
trust. The Act confers a range of statutory duties on trustees when appointed, which duties have recently been extended by the General Laws (Anti-Money Laundering and Combating Terrorism Financing) Amendment Act 22 of
show more
READ MORE
158
Article
New CIPC changes for the filing of annual returns
15 January 2024
CIPC has again announced changes to the CIPC system for the filing of annual returns and beneficial ownership information, which
...
introduces mandatory obligations for companies and close corporations when filing their annual returns.
show more
READ MORE
175
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.
show more
READ MORE
300
Article
Capital gains distributions between trusts – who gets taxed?
03 December 2024
Can the conduit principle be used in structures where there are multiple trusts? This issue has recently been heard by
...
the Constitutional Court in the case of Thistle Trust v Commissioner for the South African Revenue Service (CCT 337/22) [2024] ZACC 19 which has guided how to tax capital gains in multi-tiered trust structures.
show more
READ MORE
9
Article
When and how can a trustee resign from a trust?
03 December 2024
There is often great uncertainty and misconceptions when it comes to the resignation of trustees of a trust. In this
...
article, we look at the requirements for the resignation of a trustee from an inter vivos trust and a testamentary trust.
show more
READ MORE
8
Article
Why the right executor is vital for your family
29 October 2024
Dealing with the passing of a loved one can be extremely difficult for family members, especially when it comes to
...
handling all the administrative tasks accompanying the winding up of the deceased’s estate. This makes choosing the correct executor in your will a crucial step in ensuring that you leave your loved ones with a reliable and capable person who can make good decisions and administer your estate following your wishes.
show more
READ MORE
23
Article
Trustee responsibilities have become even heavier
26 June 2024
The Trust Property Control Act 57 of 1988 (“TPCA”) provides the framework for the effective and efficient operation of a
...
trust. The Act confers a range of statutory duties on trustees when appointed, which duties have recently been extended by the General Laws (Anti-Money Laundering and Combating Terrorism Financing) Amendment Act 22 of 2022 (“Amendment Act”) which amended the TPCA. In this article, we unpack the duties that form part of the responsibilities which are assumed when a trustee is appointed.
show more
READ MORE
158
Article
New CIPC changes for the filing of annual returns
15 January 2024
CIPC has again announced changes to the CIPC system for the filing of annual returns and beneficial ownership information, which
...
introduces mandatory obligations for companies and close corporations when filing their annual returns.
show more
READ MORE
175
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.
show more
READ MORE
300
Article
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