Insights

Navigating Tax Emigration and South Africans Temporarily Abroad: Key Insights for South Africans

Moving overseas involves significant tax and financial planning. Many mistakenly believe that relocating from South Africa is enough to end their tax obligations to the South African Revenue Service...

Navigating Tax Emigration – Key Insights

Moving overseas involves significant tax and financial planning. Many mistakenly believe that relocating from South Africa is enough to end their tax obligations to the South African Revenue Service...

Understanding the Risks of Trusts Standing Surety for Underlying Company Debts, inter alia

In the complex landscape of financial instruments and legal entities, trusts play a significant role in managing assets and liabilities. One such role, often overlooked, is their potential...

Maximizing Estate Planning and Estate Duty Relief: Section 4(q) Deduction

One of the most significant mechanisms for estate planning and Estate Duty relief in South Africa is the Section 4(q) deduction. This provision allows all inheritances bequeathed to a spouse to be...

The importance of a professionally drafted last will and testament in South Africa

A last will and testament is a legal document that outlines an individual's wishes regarding the distribution of their assets and the care of any minor children after their death. In South Africa,...

Chasing the Sun: Taxation, Voting, and Contributing to South Africa’s Success

If you were not glued to your television screen for the past five Sundays, watching Chasing the Sun 2 and reliving the 2023 Rugby World Cup glory, where have you been hiding?  Spoiler Alert:...

Dividend Withholding Tax

Do you have a resident company that is declaring dividends to its shareholders/beneficial owners? Let us unpack the tax implications! What is dividends tax? Dividends tax is a tax levied on...

Heartache of death and liquidity… 

How often do you do a budget?  Some of us might do a budgeting exercise monthly, some of us never, but how often do you think of having a budget for death…  It sounds silly, but think...

Budget Highlights

On 21 February 2024 the Minister of Finance, Enoch Godongwana, presented the Budget speech. View the image below to see how this years budget affects your tax. You may also download it if you like...

If I die without a will – will the state take my assets!!!

The death of a loved one is a highly emotional time – adding uncertainty into the mix, adds another level of stress. Planning can take away much of that uncertainty and part of that planning should...