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Holistic Estate Planning

Advice and planning in respect of personal and family estates, integrated estate structuring, fiduciary services, entity formation and registrations, taxation, opinions, trusteeships, drafting of documentation and agreements, and other related estate planning aspects.

Team
Insights

Theresa Tannous

Director, Wills, Trusts & Estates

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George

Send email

044 874 1140

Corné Nunns

Consultant, Trust Law and Estates Department

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George

Send email

044 874 1140

Theresa Tannous

Director, Wills, Trusts & Estates

BOOK CONSULTATION PROFILE

George

Send email

044 874 1140

Corné Nunns

Consultant, Trust Law and Estates Department

BOOK CONSULTATION PROFILE

George

Send email

044 874 1140

Estate planning must be a family affair!

27 October 2025

It’s not just paperwork; it is about family, communication, and leaving a legacy.

269

Article

The final tax return: understanding taxes at life’s end

01 October 2025

Don’t let taxes surprise your beneficiaries; learn what to expect.

503

Article

Why estate disputes can ruin a well-laid estate plan

29 August 2025

Disputed claims can derail an estate plan; discover how to plan ahead and safeguard your legacy.

791

Article

No borders, no rules? Cryptocurrency and South African law

05 August 2025

Crypto might be borderless, but South Africa’s laws aren’t. Find out why exchange control regulations don’t apply to cryptocurrency (yet)... and what could change soon.

309

Article

When and how can a trustee resign from a trust?

03 December 2024

There is often great uncertainty and misconceptions when it comes to the resignation of trustees of a trust. In this... article, we look at the requirements for the resignation of a trustee from an inter vivos trust and a testamentary trust.

775

Article

Why the right executor is vital for your family

29 October 2024

Dealing with the passing of a loved one can be extremely difficult for family members, especially when it comes to... handling all the administrative tasks accompanying the winding up of the deceased’s estate. This makes choosing the correct executor in your will a crucial step in ensuring that you leave your loved ones with a reliable and capab

687

Article

Preserving your art legacy: Tax tips for collectors

02 September 2024

For art collectors planning to pass their cherished collection down to heirs, it’s crucial to understand the tax implications involved.... While your artwork may hold sentimental and financial value, ensuring a smooth transfer requires navigating potential tax liabilities.

1131

Article

The taxes applicable to a deceased estate

29 May 2024

When a person passes, their estate must be reported to SARS and so becomes a new taxpayer with various taxes... applicable. If the deceased had foreign assets, international taxes may also apply. The executor of the deceased estate is responsible for handling all tax matters related to the deceased estate, which can become quite complex, depending on

1114

Article

Estate planning must be a family affair!

27 October 2025

It’s not just paperwork; it is about family, communication, and leaving a legacy.

269

Article

The final tax return: understanding taxes at life’s end

01 October 2025

Don’t let taxes surprise your beneficiaries; learn what to expect.

503

Article

Why estate disputes can ruin a well-laid estate plan

29 August 2025

Disputed claims can derail an estate plan; discover how to plan ahead and safeguard your legacy.

791

Article

No borders, no rules? Cryptocurrency and South African law

05 August 2025

Crypto might be borderless, but South Africa’s laws aren’t. Find out why exchange control regulations don’t apply to cryptocurrency (yet)... and what could change soon.

309

Article