Fiduciary Services Handbook 2025
An extensive guide to all aspects fiduciary services including regulatory compliance, tax, wills, trusts, estate planning and administration of estates.
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Product description
An extensive guide to all aspects fiduciary services including regulatory compliance, tax, wills, trusts, estate planning and administration of estates.
Designed specifically for practitioners in the fiduciary services industry, it covers a broad range of topics from personal / marriage planning through to the legal aspects of various types of trusts, as well as the constitutional aspects and tax considerations. Besides the legal aspects of wills and the administration of trusts and deceased estates, it also covers practical aspects like the drafting of wills and strategies aimed at minimising estate duty. It is the prescribed textbook for various fiduciary qualifications.
The 2025 edition includes up-to-date information on new legislative developments such as beneficial ownership, the Financial Intelligence Centre requirements, as well as the latest developments in the marriage law environment. It also includes latest case law, changes in tax law, updated forms and Master's directives, and the latest developments in estate and trust administration.
Prescribed textbook for the Advanced Diploma in Estate and Trust Administration and endorsed by FISA.
Table of contents
Part 1 - Fundamentals of fiduciary services and estate planning
Chapter 1 - Role players and ethics in fiduciary services
Chapter 2 - Regulatory compliance with key legislation
Chapter 3 - Marriage and divorce law
Wills and the drafting of wills
Chapter 4 - Intestate succession
Chapter5 - Wills: Objectives and legal aspects
Chapter 6 - Practical and legal aspects of taking instructions and will drafting
Tax
Chapter 7 - Income tax
Chapter 8 - Capital gains tax
Chapter 9 - Estate duty
Chapter 10 - Other taxes and estate planning
Trusts and administration of trusts
Chapter 11 - Types and uses of trusts
Chapter 12 - Administration of trusts
Estate Planning
Chapter 13 - Estate planning
Chapter 14 - Strategies aimed at saving estate duty
Chapter 15 - Valuation of limited rights and life expectancy tables
Administration of deceased estates
Chapter 16 - Administration of deceased estates
Chapter 17 - Tariffs and fees of various estates
