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Drafting of Wills

Advice and guidance in respect of testamentary planning. The drafting and execution of wills, testamentary trusts, living wills and power of attorney's. Safe storage of wills free of charge

Team
Insights

Theresa Tannous

Director, Wills, Trusts & Estates

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George

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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

New SARS reporting puts trusts under the microscope

31 March 2025

SARS has issued stern warnings to trustees to ensure the accurate and honest submission of trust tax returns and made... it abundantly clear that trustees can no longer shift the responsibility of managing a trust’s tax affairs entirely to tax practitioners. This article aims to guide trustees on SARS’ latest tax reporting requirements.&nb

Article

Are you an Accountable Institution under FICA?

27 February 2025

Accountable Institutions are key role players in the fight against crime. Businesses must know whether they qualify as an Accountable... Institution based on the services they provide.

120

Article

Beneficial Ownership reporting: dormant and deregistered trusts

06 February 2025

Is reporting still required for dormant or deregistered trusts? Uncover the key details you need to know!

111

Article

Capital gains distributions between trusts – who gets taxed?

03 December 2024

Can the conduit principle be used in structures where there are multiple trusts? This issue has recently been heard by... the Constitutional Court in the case of Thistle Trust v Commissioner for the South African Revenue Service (CCT 337/22) [2024] ZACC 19 which has guided how to tax capital gains in multi-tiered trust structures.

439

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.

181

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

224

Article

Trustee responsibilities have become even heavier

26 June 2024

426

Article

New CIPC changes for the filing of annual returns

15 January 2024

CIPC has again announced changes to the CIPC system for the filing of annual returns and beneficial ownership information, which... introduces mandatory obligations for companies and close corporations when filing their annual returns.

755

Article

New SARS reporting puts trusts under the microscope

31 March 2025

Article

Are you an Accountable Institution under FICA?

27 February 2025

Accountable Institutions are key role players in the fight against crime. Businesses must know whether they qualify as an Accountable... Institution based on the services they provide.

120

Article

Beneficial Ownership reporting: dormant and deregistered trusts

06 February 2025

Is reporting still required for dormant or deregistered trusts? Uncover the key details you need to know!

111

Article

Capital gains distributions between trusts – who gets taxed?

03 December 2024

439

Article

When and how can a trustee resign from a trust?

03 December 2024

181

Article

Why the right executor is vital for your family

29 October 2024

224

Article

Trustee responsibilities have become even heavier

26 June 2024

The Trust Property Control Act 57 of 1988 (“TPCA”) provides the framework for the effective and efficient operation of a... trust. The Act confers a range of statutory duties on trustees when appointed, which duties have recently been extended by the General Laws (Anti-Money Laundering and Combating Terrorism Financing) Amendment Act 22 of 2022 (“Amendment Act”) which amended the TPCA. In this article, we unpack the duties that form part of the responsibilities which are assumed when a trustee is appointed.

426

Article