Browsing by Subject "Estate planning"
Now showing items 1-10 of 16
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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 ... -
Begrafnisregte in die konteks van die Afrika Gewoontereg
(North-West University, 2011)Religious and cultural practices and values play an important role in funerals and how funerals should be conducted. This creates considerable conflict in the African customary law among heirs and family members when ... -
Beware the bogeyman : capital gains tax and loan accounts
(2014)Estate planning is the arrangement and management of an estate owner’s estate to the effect that the estate owner and his beneficiaries can enjoy maximum benefit from his worldly possessions during his lifetime and after ... -
Current legislation regulating the function of trustees in the administration of trust property
(North-West University (South Africa) , Potchefstroom Campus, 2015)The main focus of this study is to assess how effective the current legislation is in regulating the trustees in the administration of trust property in South Africa in order to prevent maladministration and abuse of trusts. ... -
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 ... -
Die gevolge van kapitaalwinsbelasting by die vermindering of aflossing van 'n skuld
(North-West University, 2005)The decision of an estate owner to employ a trust as an estate planning instrument normally involves the disposal of all or part of his growth assets to the trust. This is done to ensure that the value of such growth assets ... -
Huwelike binne gemeenskap van goed en boedelbeplanning van swart boedels
(North-West University (South Africa), 2001)The focus of this study is to investigate the possible reason why black couples contract marriages in community of property although the dangers regarding the consequences of the possible insolvency of the parties' joint ... -
Implications of the use of personal servitudes as estate planning instruments
(North-West University (South Africa), Potchefstroom Campus, 2016)Estate planning is the process during which a plan is set up in order to regulate the use, conservation and transfer of the estate owner's assets. The division of ownership and use of property by means of personal servitudes ... -
Interest-free loans or low-interest loans and estate planning : life after Brummeria
(2014)From time to time the court delivers a judgment that has a ripple effect beyond what was expected, resulting in estate planners reconsidering their planning strategies. Such a judgment was the judgment delivered by the ...