*Please note that this course is based on South African Tax*

In this session, we will explore how Capital Gains Tax applies when an individual passes away, specifically focusing on the taxation of assets within the deceased estate and in the year of death for the individual taxpayer. We will cover key concepts such as the valuation of assets, the disposal of assets by the executor, and the tax implications for beneficiaries.

By the end of the seminar, you should have a clear understanding of how to navigate CGT obligations in the context of deceased estates.

Topics Discussed:

• Bequeathing assets to your spouse vs other heirs

• Rebates and annual exclusions available in the year of death

• Tax Treatment of Capital Gains in Late Estates

• Documents required for Capital Gains Tax Purposes

• Deemed disposal of Assets for CGT purposes

• Capital Gains Tax vs Estate Duty

All Included:

• Recording of the session

• Downloadable course material

• Certificate of training

About the Presenter

Galanies Vonofakidis

Galanies presently serves as the Tax Team Manager at Finsolve Accounting and Taxation Solutions in Durbanville. She is currently pursuing her B-Compt in Financial Accounting at UNISA, with a cumulative experience of three years in the accounting industry.

Galanies is proficient in bookkeeping, completion of VAT returns, generation of management reports, and payroll management. She is presently engaged in a taxation role and is enthusiastic about sharing her knowledge through upcoming webinars!