The web site is now storing only essential cookies on your computer. If you don't allow cookies, you may not be able to use certain features of the web site including but not limited to: log in, buy products, see personalized content, switch between site cultures. It is recommended that you allow all cookies.
Inheritance tax & estate planning
Trust administration
Charity administration
Estates

Inheritance tax & estate planning

Estate planning can involve many interrelated and potentially complex issues. We provide advice on the mitigation of inheritance tax for SA domiciled individuals or non-domiciled individuals with assets in South Africa.

Services

  • Advising on inheritance tax matters
  • Coordinating estate duty advice from other jurisdictions
  • Assisting in the planning required to make lifetime gifts, whether out of income or capital
  • Coordinating the drafting of tax wills that are efficient and ensure that you benefit the people you want to benefit
  • Ensuring efficient use of the spouse exemption and transferable nil rate bands
  • Ensuring that you qualify for any available reliefs or exemptions, such as business property relief or agricultural property relief
  • If you are not domiciled in the SA, establishing trusts to protect your foreign assets from inheritance tax
  • Facilitating the establishment of trusts
  • Advising on and coordinating trust reorganisations

We can ensure that your inheritance tax issues are addressed comprehensively and effectively. We have access to international advice through the Moore Global network of firms and other contacts, enabling us to coordinate advice from a number of jurisdictions in an efficient manner.