Estate planning

  • Presenter: Louis Venter
  • Level: Advanced
  • Study time: 1 hours
  • LIVE EVENT DATE:
    15 Sept 2022
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Course overview
Doesn’t the concept of saying goodbye to the revenue authority, sound heavenly? Unfortunately, it is not so easy to do within the confines of tax legislation! The importance of financial and estate planning has been highlighted by the impact of the Covid19 pandemic.  

In this live CPD event, we discuss the design of an effective estate planning strategy and consider the options available and the factors that should be considered. The focus will not be on tax exclusively, as many factors impact the estate planning strategy. The bigger picture related to estate planning will be unpacked and discussed.

In joining us for this session, you will develop the following professional competencies:
Main competency group: Technical competencies
• Sub-competency group: Compliance
o Specific competency: Tax governance; Laws and regulations

Main competency group: Technical competencies
• Sub-competency group: Strategy and governance to create sustainable value
o Specific competency: Tax planning

Main competency group: Technical competencies
• Sub-competency group: Reporting on value creation
o Specific competency: Providing advice

What's included?

  • 1 Live event
  • 1 Recording
  • 1 Certificate

Considerations related to Estate planning

Link with SAICA Competency Framework

Main competency group: Technical competencies
• Sub-competency group: Compliance
o Specific competency: Tax governance; Laws and regulations
Main competency group: Technical competencies
• Sub-competency group: Strategy and governance to create sustainable value
o Specific competency: Tax planning
Main competency group: Technical competencies
• Sub-competency group: Reporting on value creation
o Specific competency: Providing advice