Overview

High-net-worth families have many challenges, including the continually changing regulatory and tax environment. The aim of this seminar is to equip attendees with the essential skills and knowledge they need to provide professional wealth management advice. The course will cover a wide range of topics, including the management of high-net-worth families and tax updates relating to high-net-worth individuals, e.g., section 7C for trusts. Actual case studies will also be presented.

Course Content

• What is happening to personal trusts?
  • Tax implications of trust funding and distributions
    Trends in the market
• Recent budget implication on tax and estate planning
• Relevant offshore legislation affecting South African taxpayers
  • Situs tax
    Expatriate tax
• Resident versus non-resident for income tax and exchange control purposes
• The complexities of family governance and succession planning for high-net-worth families
• Case studies