There have been several legislative changes recently which raises the question whether trusts are still relevant today. This course will introduce you to the basic legal and practical aspects of trusts and how they can be used effectively and efficiently, for example as part of a holistic financial plan.

Trusts are useful in financial planning because of the various advantages they offer, but they must be structured correctly to get the full benefit. This course will look at: different types of trusts, the various role players, trust management, the duties of trustees, the amendment of trust deeds, taxation, and financial planning tips and traps.

Join us for a six-hour course, held over three days, which will deepen your understanding of trusts and in addition explain when a trust is an appropriate vehicle to use in financial planning.

When and where?

This course is not currently scheduled.

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Course outline

Day 1

  • Different trust instruments and the different types of trusts
  • The role players in the trust 
  • Trust management and the duties of the trustees
  • The amendment of trust deeds

Day 2

  • Trusts: Donations tax and estate duty
  • The taxation of trusts

Day 3

  • The advantages and disadvantages of trusts
  • Financial planning and trusts: traps and tips

Who will benefit from this course?

All practitioners (attorneys, accountants, financial and other advisers) and laymen, especially those seeking to broaden their horizons with regard to holistic estate planning and the use of trusts in South Africa. Those who act as trustees and are grappling with the regular (and not so regular) hurdles as part of their duties and obligations will also find the course very informative.

Presenter

Melanie Louw obtained her initial qualifications at the University of Stellenbosch. She has worked for Old Mutual, Momentum, ABSA Wealth and Sanlam. She obtained her LLM in Property Law at the University of Stellenbosch. She subsequently obtained a Masters in Tax Law at the University of Cape Town as well as a Masters in Commercial Law from UNISA. In 2009 she obtained the Advanced Post Graduate Diploma in Financial Planning at the University of the Free State, specialising in Estates Planning and Personal Risk Management. In 2013 she completed a second Advanced Post Graduate Diploma in Financial Planning in Employee Benefits, specialising in Fund Governance and Fund Design and Finance.

How much?

R1,650 per person

CPD points

This course has been accredited by the FPI with 6 CPD points.

Certificate

A certificate of attendance from UCT will be issued to those who attend all three sessions of the course.

How to sign up

Complete and submit the registration form. You will then be given the payment information. Please note that registrations will not be accepted until payment has been made.

One or two days before the course, we will send you the Zoom link. You will need to register and use a password to access the course.

Registrations close three days before the course starts.

Download the brochure.