Successful deceased estate administration requires a clear understanding of both the administrative process and the tax obligations that arise following death.

This session provides a practical and legislative overview of deceased estate administration in South Africa, covering the applicable legal framework, the executor’s responsibilities, the estate administration process and the key tax consequences arising before and after death.

The session establishes the essential foundation required for compliant and effective estate administration and prepares delegates for more detailed sessions on SARS eFiling, capital gains tax, tax return compliance and other practical estate matters.

Topics Discussed:

• The legislative framework governing deceased estates, including:
  • Administration of Estates Act
  • Income Tax Act
  • Estate Duty Act
  • Tax Administration Act
• The estate administration process from death to finalisation
• Appointment, powers and fiduciary duties of executors
• The executor’s administrative and tax responsibilities
• Estate assets, liabilities and liquidity considerations
• Taxpayer status before and after death
• Overview of taxes applicable to deceased estates
• The tax implications arising on death
• Beneficiaries, creditors and other stakeholders
• The roles of the Master of the High Court and SARS
• Key compliance requirements and common administration challenges
• Practical guidance for effective and compliant estate administration

Presented by:

Mrs Jade Theart (LL.B. ; LL.M (Commercial Law); Adv Estate Planning; Adv. Business Rescue)

Jade is an admitted attorney with over 10 years of post-qualification experience in law, specialising in estate planning, deceased estate administration, property law, and contractual law. In the area of estate planning, Jade provides comprehensive legal support, including the drafting and reviewing of last wills and testaments and related estate planning instruments. She is experienced in the administration of deceased estates ensuring compliance, efficiency, and sensitivity in managing the wishes of the deceased and the rights of beneficiaries. Jade’s professionalism, attention to detail, and client-focused approach plays an integral role in delivering high-quality legal services within the Finsolve group.

Miss Galanies Vonofakidis

Galanies serves as Head of Taxation at The Finsolve Group and is currently pursuing a Bachelor of Accounting Sciences in Taxation through UNISA. As a member of the South African Institute of Taxation (SAIT), she brings extensive practical experience across a wide range of South African tax matters. Passionate about professional development and sharing her knowledge, Galanies delivers engaging, practical training that simplifies complex tax concepts and equips delegates with the confidence to apply tax principles effectively in the workplace.

All Included:

• Recording of the session
• Q&A with the presenter
• Downloadable course material
• Certificate of training
• Assessment (optional)
• SAIT Accredited (3 verifiable CPD hours)