Browsing Economic and Management Sciences by Subject "Estate planning"
Now showing items 1-3 of 3
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An analysis of the expectation gap in the personal financial services industry in South Africa
(North-West University, 2008)The thesis aimed to determine if the factors that financial advisors consider when preparing a financial plan (to address their customers' financial needs and objectives) are the same as those considered to be important ... -
An analysis of the risks associated with estate duty in retaining control over trust assets
(North-West University (South Africa) , Potchefstroom Campus, 2015)The use of trusts to minimise estate duty and other taxes has recently come under scrutiny from government. The DTC has proposed amendments to income tax legislation to serve as a deterrent against using trusts to avoid ... -
The future of trusts as an estate planning tool
(North-West University, 2011)Estate planning is an important exercise aimed at increasing, preserving and protecting assets during a person's lifetime and providing for the disposition and continued utilisation of these assets after his death. The ...