Estate Planning Masterclass Course

Product Details

By planning your estate, you are carefully structuring your finances and assets in a way that ensures estate duty is minimized, that there is sufficient liquidity to meet your estate's financial obligations upon your death, and ultimately that any inheritances are sufficiently distributed or protected for your heirs.

There are numerous tax implications when it comes to inheritances; appropriate planning could help you limit the impact of taxation on your estate, and ultimately, the amount of money your loved ones inherit.

This Masterclass will assist the learner to broaden the approach to effective estate planning and will include:

MARITAL REGIMES AND ASSETS OF TESTATOR / TESTATRIX

In South Africa, a person can leave assets to whoever they like, although this freedom of testation can be affected by the matrimonial property regime. The marital regime must be taken into consideration during the estate planning process to ensure that the will is aligned with the rights and obligations that flow as a consequence of the marriage.

Identifying assets belonging to the Testator / Testatrix and compiling possible administration costs on date of death will give the client an overview of what exactly his / her estate will look like.

Marital Regimes and the impact on assets
Assets of Testator / Testatrix

Possible cash contribution
Credit Life
Life Cover
Outstanding bond and the impact on the surivivng spouse / co-owner

ESTATE DUTY

Given the client an outline of the possible Estate Duty calculation.

Assets / Property / Property deemed to be property
Estate Duty Rate
Section 4q deductions (survivng spouse)
Estate Duty Rebate
Possible roll over rebate to subsequent deceased
Allowed Deductions

DRAFTING OF A LAST WILL AND TESTAMENT

Having a valid Last Will and Testament is important for many reasons, however giving directions to an Executor, is one of the most important and valuable reasons. A will ensures that your assets and personal possessions are divided up among those individuals you wish to inherit them. Without a legally valid document setting this out, your estate will not necessarily be bequeathed according to your wishes.

Drafting of a valid Last Will and Testament
Effect of divorce or annulment of marriage on will – 3 months grace period
Encourage your client to review their Last Will and Testament at least once a year
Cremation / organ donation

All Included:

Video presented course
Downloadable course material
Certificate of training
Assessment (optional)
SAIT Accredited - 2 verifiable CPD points

Hennie Fritz 19/11/2025

Email submission

Hello Ashton

We appreciate the excellent service in accommodating us in this way.

Best regards

Shivali Pema 10/11/2025

Good day,

Thank you for a very informative Financial Statements Webinar, truly beneficial on my end.

Thank you again for the course material and recordings

Have a lovely week!

Regards,

Hendri Fritz 30/10/2025

Good afternoon Ashton,

Thanks for the informative sessions on the Tax for Beginners Self-Study Package. It’s a great course that clearly explains how to perform the calculations. Some points are repeated throughout the sessions, but that actually helps reinforce the concepts and makes the content feel more complete especially when the speaker covers topics like Capital Gains Tax (CGT).

Thanks once again I enjoyed the course and would recommend it to anyone that has no tax experience or even wants to do their own tax.

Kind Regards

Belinda Viviers 31/10/2025

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Started with my course, big thumbs up

Thanks

Rodney Ndungase Chauke 17/08/2023

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It's so professional and worth recognition.

100% Bizfacility.

I saw your course offered through Udemy, but I told myself, support local business direct, regardless of massive discount offered.

Thanks for your tireless attention to customer service.

All the best

Ushen 18/05/2023

One of the most insightful sessions I have been to and Ruzel I just wanted to say thank you for the video, material and content discussed as this was such a breath of fresh air to me. Looking forward to a few more in the coming weeks.

Much appreciated!

Zillah Abel 08/05/2023

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Thank you so much for this course. It will be very valuable for me.

As a business owner it is overdue that I arm myself with bookkeepeing knowledge.

Kind Regards,

Barbara Theron 24/04/2023

The course was very informative and I enjoyed it, many thanks.

Kind Regards,

Melanie Thompson 13/04/2023

I was very impressed with the training. It answered real questions / issues that arise. Was really helpful.

Kind Regards,

Evette 05/04/2023

I just completed the full course.

Thank you for the amazing course, I learned so much from it!! Will definitely do more courses with Biz Facility!

Kind regards,

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