Estate duty

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Understanding SITUS Tax
ByLeanne Juul June 4, 2025June 4, 2025

Report: Understanding SITUS Tax, DTAs, and Estate Duty Treaties for South African Tax Residents Holding Foreign Assets For South African tax residents with global investment portfolios, understanding the implications of SITUS-based taxation is essential to effective estate planning. While South Africa levies estate duty on worldwide assets of its tax residents, this does not shield…

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Processes

Death of a SA Tax Resident: Master & SARS Process
ByLeanne Juul April 9, 2025April 11, 2025

When a South African (SA) tax resident dies, both the Master of the High Court and SARS (South African Revenue Service) are involved in a specific legal and tax process to wind up the deceased estate. Here’s a breakdown of how the process generally works: 🏛️ Role of the Master of the High Court The…

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