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The Great Wealth Transfer
A global shift in generational wealth is quietly reshaping the future of financial advice. Over the next two decades, an estimated U$100
What Tax-Neutral Reorganisations (Sections 42–47) Really Mean
Restructuring a business, whether merging entities, shifting assets, separating divisions, onboarding investors, or strengthening risk protection, usually comes with significant tax consequences.
Completing your last will and testament is one of the most responsible steps you can take to protect your loved ones. It
The Consequences of Making Loans to Trusts
Family trusts have long been a central feature of South African estate and wealth planning, with high-net-worth individuals using trust structures to
The ‘Big Three’ Tax Worries (Part 2): Shares
In the second part of this series, we focus on shares. If claiming against our car allowances is the number one thing
Set-Off of Assessed Losses, and Ring-Fencing
Unless you’re at the 45% marginal tax rate, most losses can be set off against other income. If a person is not
The ‘Big Three’ Tax Worries (Part 3): Property
Rounding up our series on the three main worries for taxpayers, we discuss property. So, you now know how to claim your
Ten Easy Ways to Save Tax
No fancy schemes, loopholes, or expensive lawyers required – and it’s all perfectly legal! Paying tax is a legal responsibility, but that
How SARS Holds Individuals Accountable with Lifestyle Audits
When it comes to tracking down tax-dodgers, SARS has the tools, the people, and the will. Tax evasion and illicit financial flows