Tag: Ecsponent Financial Services
How to use donations effectively in an estate plan
The saying goes that we should pay Caesar what he is due and not what he demands. To achieve this in tax planning, estate planners use donations as one of the ways in which to effectively and legally help individuals reduce the taxable values of their estates. Donations of up to R100,000 per year can be used to reduce estate duty.
How trusts can improve estate planning
Trusts are well known as tools for estate planning but often misunderstood in terms of their role and usefulness in preserving wealth for family and heirs.
