Mastering Deceased Estate Administration and Tax
From legal principles to practical application – develop the knowledge and confidence to administer deceased estates accurately, efficiently and in compliance with applicable legal and tax requirements.
This practical two-part webinar is designed for fiduciary, tax, legal and accounting professionals involved in deceased estate administration, as well as those who wish to deepen their understanding of the field.
Through clear technical guidance and an applied case study, participants will strengthen their understanding of Wills, succession, estate duty, tax compliance and the preparation of a Liquidation and Distribution Account.
Deceased estate administration is a complex, multidisciplinary process that draws on legal, tax, fiduciary, accounting and administrative expertise.
Effective administration also requires sound professional judgement, careful attention to detail, clear communication and disciplined project management to coordinate these interrelated responsibilities and bring the estate to finalisation.
Foundations of Deceased Estate Administration and Tax
Date:
24 November 2026
Time:
10:00 – 11:30
Platform:
Zoom
Cost:
R220.00
CPD Points:
1.5
Cost:
R220.00
CPD Points:
1.5
Key Topics
- Build a practical foundation in deceased estate administration and tax, including the core process, key compliance obligations and the interaction between estate administration and taxation.
- Understand what constitutes a valid Will, the formal requirements that must be met and the common drafting or execution issues that may place a client’s wishes at risk.
- Distinguish between testate and intestate succession and explore how each affects the identification of heirs, the distribution of assets and the administration process.
- At a high level, identify property and deemed property in a deceased estate and understand their relevance to estate duty.
- Understand the different marital regimes and their impact on the composition, administration and distribution of a deceased estate.
From Principles to Practice - A Deceased Estate Case Study
This applied session brings the theory together through a practical case study, guiding participants through the planning, information-gathering and preparation required to compile a Liquidation and Distribution Account.
Date:
01 December 2026
Time:
10:00 – 11:30
Platform:
Zoom
Cost:
R220.00
CPD Points:
1.5
Cost:
R220.00
CPD Points:
1.5
Key Topics
- Understand the structure, purpose and supporting information required for an accurate and compliant Liquidation and Distribution Account.
- Plan and manage the estate administration process, including the timely collection of information and clear communication with heirs and other stakeholders.
- Apply the underlying principles to a practical case study, progressing from the source documentation to the drafting of the Liquidation and Distribution Account.
Who Should Join?
Tax Practitioners and Advisors
Involved in Estate and Succession Planning
Accountants and Auditors
Managing Tax and Compliance for Estates and Trusts
Fiduciary Specialists and Estate Planners
Responsible for Structuring and Administering Estates
Estate Planning Attorneys and Legal Advisors
Dealing with Wills and Succession Planning
Financial Advisors
Guiding Clients on Estate Planning, Tax Exposures, and Intergenerational Wealth Transfer
Meet The Speaker
Cheryl Howard
Chartered Accountant
Cheryl Howard is a Chartered Accountant with extensive expertise in estate planning, tax, and fiduciary services. Estate planning has become her core professional focus, where she brings decades of experience in guiding high net-worth families through complex legal, tax, and succession matters with clarity and care. Cheryl began her career at Deloitte before moving to Kessel Feinstein (now SNG Grant Thornton), specialising in Private Client Tax. In 1994, she joined BoE Private Bank, managing the Johannesburg office’s Private Client, Deceased Estates, and Fiduciary businesses.
By 2000, she had established her own multi-family office practice, dedicated to comprehensive tax, estate planning, and fiduciary solutions, while also overseeing venture capital and private equity investments on behalf of her clients. After selling her business in 2018 to an international fiduciary company, Cheryl led their South African office until 2020. Following a brief sabbatical, she re-established her independent practice, returning with a renewed focus on estate planning as the cornerstone of her professional work.
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She has served the profession as a past Board member of the Fiduciary Institute of Southern Africa (FISA) and the Society of Tax and Estate Practitioners (STEP), and has contributed to SARS and Treasury projects. Cheryl frequently presents and publishes on estate and financial planning.
She has also appeared on TV and radio, sharing practical insights with a wider audience. Alongside her estate planning practice, Cheryl founded Four and Twenty (Pty) Ltd – an Accounting and Tax Compliance Practice, ensuring her clients have access to fully compliant tax and accounting support. She also continues to contribute to fiduciary training, venture capital and private equity initiatives, and philanthropic projects.
Through her work, Cheryl remains committed to helping families protect and preserve their legacies, while providing trusted guidance in all aspects of estate planning.
