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Everything Counts | Ep 19: Managing Taxes in a Deceased Estate

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Manage episode 475770382 series 3342927
Content provided by Investec. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investec or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
When planning your estate, understanding the tax implications on a deceased estate is crucial. In this episode of Everything Counts, we dive into estate duty, capital gains tax, income tax after death, and how trusts can help with tax efficiency and asset protection.
Joining the discussion are:
• Nikki Bush: Renowned speaker and author, who shares her personal journey of loss and resilience.
• Lieze-Marie Brink: Legal and financial expert at Investec, providing crucial estate planning insights.
• Navashni Rajkumar: Financial advisor dedicated to financial literacy and planning. Managing Taxes in a Deceased Estate · Investec Focus Radio SA
  continue reading

254 episodes

Artwork
iconShare
 
Manage episode 475770382 series 3342927
Content provided by Investec. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investec or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
When planning your estate, understanding the tax implications on a deceased estate is crucial. In this episode of Everything Counts, we dive into estate duty, capital gains tax, income tax after death, and how trusts can help with tax efficiency and asset protection.
Joining the discussion are:
• Nikki Bush: Renowned speaker and author, who shares her personal journey of loss and resilience.
• Lieze-Marie Brink: Legal and financial expert at Investec, providing crucial estate planning insights.
• Navashni Rajkumar: Financial advisor dedicated to financial literacy and planning. Managing Taxes in a Deceased Estate · Investec Focus Radio SA
  continue reading

254 episodes

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