Tax Efficient Estate Planning in 2020

 

Estate planning is one of the most crucial areas of financial planning. Too often we see clients pass away leaving loved-ones in a state of disarray having to deal with issues when they are enduring the worst time of their lives.

But estate planning is also more than just planning for when you pass away. It is also important to structure estate effectively during our lifetimes to get the most benefit from it ourselves and at the same time protecting it against unforeseen events and for future generations.

In this recorded session, we will cover:

– Crucial questions that must be asked;
– Different types of clients
– The golden rule
– The impact of matrimonial property regimes
– Different tools and mechanisms that can be employed
– Additional aspects that we must consider

CPD

The webinar offers 1 verifiable CPD points (you must complete the online assessment to earn the CPD). 

The cost of the online assessment for CPD is:

– Igniters: Complimentary – the recording and assessment is already available in your profile.
– Non-Igniters: R 250

Approval number: FPI20020011

Learn more about Ignite and how to join.

Course Information

Estimated Time: 75mins

Difficulty: Intermediate / Advanced

Course Instructor

Francois du Toit, CFP® Francois du Toit, CFP® Author

Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

Non-Igniter

R250.00
access until 1 Sep 2020 12:00 am

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