Earn CPD points easily by completing this course and learning more about Purpose-driven Trusts.

As part of the course content, we deal with Testamentary Trusts and the characteristics that distinguish our Children ’s Trusts, Widow ’s Trusts and Provider Trusts from each other. We consider the legislative as well as taxation aspects that can be applied to the various trusts, to the benefit of the beneficiaries.

We work through from the simplest aspects of what a Trust is to more detailed, technical aspects of the various tax benefits associated with the various trust types.

It ’s important the we realise that Trusts should be created for a purpose, capitalising on tax benefits and not avoiding tax.

This course is only 90 minutes long but you will receive invaluable information during this time

BENEFITS OF OUR COURSES

 

All CPD activities are verifiable, as required.

FUTURE CONTENT

In addition, you will automatically receive access to any future courses and other content added during the current CPD cycle, at no extra cost.

Courses we will be running in the future, include:

World Wide Wills and dealing with Offshore Assets
Tax as applied to a deceased Estate
Assets at death
Tazkiya: Shari ’ah compliant products and services

UNIQUE CONTENT

The content of our courses is designed and created with purpose. You will receive relevant, industry-related information within each of our courses.

When you are better informed you will be able to help your Clients make well-informed decisions, ensuring their Estate Planning is holistic and the best you can offer them.

Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan is underwritten by Guardrisk Life Ltd.

Circulus Online is a Recognised CPD Provider (Provider nr. 138186)

Updates: SA CORONA VIRUS CENTRE