South African taxation has undergone a significant digital shift. As we move through 2026, the South African Revenue Service (SARS) has firmly adopted a data-driven, risk-based approach to compliance, often described as

Passing wealth from one generation to the next is no longer a simple administrative exercise. Families today live longer, own more complex assets, and face evolving tax and legal environments. Against this

A global shift in generational wealth is quietly reshaping the future of financial advice. Over the next two decades, an estimated U$100 trillion in assets will pass from the hands of the

Restructuring a business, whether merging entities, shifting assets, separating divisions, onboarding investors, or strengthening risk protection, usually comes with significant tax consequences. Transfers of assets such as shares, property, intellectual property, or

Completing your last will and testament is one of the most responsible steps you can take to protect your loved ones. It provides clarity, minimises conflict, and ensures your assets are distributed

Family trusts have long been a central feature of South African estate and wealth planning, with high-net-worth individuals using trust structures to protect assets and to save certain assets, particularly from estate

In the second part of this series, we focus on shares. If claiming against our car allowances is the number one thing that keeps us awake at night as taxpayers, then the

Unless you’re at the 45% marginal tax rate, most losses can be set off against other income. If a person is not at the maximum marginal tax rate, can they opt to