Ceasing SA Tax Residency: Understanding Exit Tax and Estate Planning Implications - CPD Consortium
Upcoming Webinars

WEBINAR IN COLLABORATION WITH

Ceasing SA Tax Residency

Understanding Exit Tax and Estate Planning Implications

5 NOVEMBER 2024

10:00 - 11:15 SA TIME

R180 incl. VAT

ZOOM

1 CPD POINT

With more than 1 in 10 South Africans considering emigration, do you have the insights needed to navigate exit tax and estate planning effectively?

If you or your clients are contemplating ceasing tax residency in South Africa, this session is for you!

Join us for an in-depth online classroom session, where we’ll explore various critical considerations relating to this transition, providing expert insights and tools needed to navigate the complexities relating to tax residency, protecting foreign-sourced income, and estate planning considerations.

Key Topics to be Covered:

  • Tax Implications of Leaving South Africa: Understand how tax residency affects a taxpayer’s compliance and reporting obligations with the South African Revenue Service (SARS), including how foreign-sourced income and capital gains should be disclosed.
  • Learn About Exit Tax: Gain a more in depth understanding on the inner workings of “deemed capital gains tax” or “exit tax” and learn which qualifying assets will trigger exit tax exposure when ceasing tax residency.
  • Estate Planning Considerations: Discover how ceasing residency impacts a taxpayer’s future estate planning. We’ll discuss key considerations for preserving wealth, including the use of offshore trusts and other suitable estate planning strategies that can provide benefits in both South Africa and a taxpayer’s new foreign host country.
  • Q&A Session: Bring your questions concerning tax residency, exit tax, and related estate planning for an interactive discussion with our presenter.

Who Should Attend? 

Join us for this vital session – register now!

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MEET THE PRESENTERS

Delano Abdoll
Admitted Attorney, BA (Law), LLB, LLM at Tax Consulting SA
Micaela Paschini
Tax Attorney at
Tax Consulting SA
Catherine Fourie
HEAD OF CPD
CONSORTIUM