Deceased Estates and Estate Duty: Don’t Let Clients Pay the Price for Poor Planning
Dealing with deceased estates? One wrong move can delay payouts, trigger SARS flags, or cost your clients thousands. This session gives you a clear, practical breakdown of the admin, tax, and legal responsibilities—so you can handle it like a pro and turn your knowledge into a revenue-generating service.
3 CPD units 27 August 2025 1 presenter
What will set you apart
By completing this course you will gain the following competencies
- Estate administration done right—step-by-step
- What makes or breaks a valid will (and how to spot red flags)
- How income tax and estate duty work at death—and how to avoid costly missteps
Event breakdown
- Overview of the estate administration process
- What to do immediately after a client passes away
- Validity and structure of a last will and testament
- The role and legal duties of the executor
- Income tax obligations at death
- How and when estate duty applies
Category: TaxationType: CPD CourseCPD category: Tax
Description
Deceased estates are a minefield for accountants—but they don’t have to be. This webinar walks you through the key steps to take when a client passes away. From reporting the death to finalising taxes and distributing assets, we’ll cover the full estate process. You’ll learn the executor’s duties, what a compliant will looks like, and how estate duty and final income tax returns work. Best of all, you’ll discover how to add value (and bill for it) by guiding your clients through this complex space.
Presenters
Herman van Dyk — Herman is currently a Senior Lecturer in Taxation at the North-West University (NWU) where he lectures to postgraduate and Masters' students. He also serves as an independent tax and financial reporting consultant specialising in corporate tax, VAT and international tax.
You will earn a certificate
On successful completion you will receive a certificate for 3 CPD units in Tax.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser