Understanding Trusts, Wills & Estate Duty for your Financial Planning

Understanding Trusts, Wills & Estate Duty for your Financial Planning

1 Day Workshop

Would you like to learn how to effectively plan your estate to minimise your estate duty, lower your tax bill and ensure that your loved ones receive all that you have worked so hard to create ?

 

This practical workshop will present structures to put in place starting with your Will and how it should be drafted, to making use of trusts for pegging your estate value and protecting your assets.

Lastly we will look at estate duty and techniques to minimise your estate duty and ensuring that more of your wealth is preserved.

 

The following topics will be covered in the workshop:

  • Everything you need to know before embarking on your protective estate plan
  • A look at trusts and the use in your estate planning
  • Drafting and updating your Will
  • Intestate succession and the consequences thereof
  • Principles of estate planning
  • Calculations of estate duty
  • Techniques to save estate duty
  • Using alternatives to protect what you have
  • All attendees get an optional complimentary Will drafted within 30 days of attending the workshop (valued at R340)

 

 

About  the Presenter:

Terence Tobin is a registered financial planner  with over 3 years experience in both personal and business financial planning, investments and estate planning.

Terence has completed the necessary qualifications in Financial Planning as well as the mandatory Regulatory Exam as set out by the Financial Services Board, thus making him knowledgeable and qualified to assist you in understanding your financial planning and ensuring  that your financial plan develops with you as your requirements change.

He currently is an independent financial planner, with active accreditation through the major life insurance and investment companies  in South Africa.  He works with FNB Insurance Brokers to ensure the highest level of professionalism and most up to date information is always available to his clients.

With service excellence and always looking out for his clients best interests, Terence is a valued and trusted partner of Bizfacility.

 

Live 1 Day Understanding Trusts, Wills & Estate Duties Workshop

For Course Dates please click here

Please Download Yοur Workshop Enrolement Form Here

 

Price: 1 500.00

(includes comprehensive notes, refreshments &  lunch)

*If you require further information or assistance please do not hesitate in contacting us