Taxation of Trusts – 14 February 2025

The purpose of this webinar is to understand trusts from a taxation perspective, and to navigate the various taxing provisions that apply to trusts. There are so many pitfalls and risks, but attendees will be empowered to recognise these and help clients with practical solutions.

Date:

14 February, 2025

Time:

09:00

Hours:

3 hours

CPD Units:

3

Category:

Taxation

Group:

Channel 2: Growth

Format:

Live Event

Out of stock

Product Information

This webinar is designed to give tax practitioners and other professionals a working understanding of trusts and the tax provisions, with practical tools and ideas to address the various risks and pitfalls, fining the most tax efficient way to manage and structure trusts. Getting it wrong is very costly and difficult to fix later.

 

The session will look at the typical trust structure issues, such as the loan account that is used to get assets into a trust, and consider alternative means to address these issues. The session will also address common errors that could cost the taxpayer more than double in taxes.

What will set you apart

By attending this webinar you will gain the following competencies

  1. Understand the nature and purpose of a trust.
  2. There are some many tax provisions that apply, but how to navigate these provisions.
  3. Practical steps that can be implemented to ensure the most tax efficient structures, while focusing on the key objective of the trust.
  4. Consider some of the most significant risks.

Event breakdown

  1. Introduction to trusts – What is a trust?
  2. The various tax provisions that apply to trusts and donations
  3. Proper planning and long-term strategy
  4. Common pitfalls and risks

Certificate

The following event is awarded 3 CPD units in Taxation.

Presenter/s

Ettiene Retief
Ettiene Retief ia a distinguished tax specialist, Ettiene contributes to policy and governance, leading national tax initiatives and advising internationally.

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