Overview

This webinar explores the critical role of estate planning in preserving wealth across generations. It addresses the common causes of wealth erosion, including inadequate planning, tax inefficiencies, and external risks, and highlights practical strategies to mitigate these challenges. Attendees will gain insight into managing key risk factors such as financially illiterate heirs, estate liquidity constraints, and exposure to opportunistic behaviour, while evaluating the advantages and limitations of various estate planning approaches.

Webinar Content

• Key reasons why wealth often fails to survive beyond successive generations
• The impact of various taxes on estate value and wealth erosion
• Estate planning strategies available to preserve and protect wealth
• Criteria for evaluating and selecting appropriate planning strategies
• Integrating planning tools to minimise the risk of wealth destruction

Competencies Developed

• Ability to collect and analyse relevant client and financial information
• Understanding of the tax and legislative framework impacting estate planning
• Knowledge of key legal structures and role players in estate planning
• Application of technical knowledge to client-specific scenarios
• Ability to integrate estate planning elements into a practical and effective structure

Presenter

Louis van Vuren

Louis holds the degrees BA, LLB and LLM from RAU (now UJ), the Advanced Certificate in Leadership from UCT and the Advanced Post-Graduate Diploma in Financial Planning (cum laude) from UFS. He started his career as a public prosecutor and state advocate before moving to Old Mutual as a legal adviser in 1990. Louis held senior management positions in Old Mutual Trust and BoE Trust (now Nedgroup Trust) until 2012 when he took early retirement.  He was CEO of the Fiduciary Institute of Southern Africa until 30 September 2025 and is director of trust services at Finlac Risk and Legal Management (Pty) Ltd, a fee based financial planning practice in Cape Town. Louis lectured part-time at the University of the Free State in the 1990’s (mercantile law), Milpark Education (2013 – 2016), Stellenbosch University (2013 – 2016), the University of Stellenbosch Business School (2015 – 2017), and the University of the Western Cape (2022).  He is co-author of the LexisNexis publication “Fiduciary Services Handbook.” Louis is an advocate of the High Court of South Africa (non-practising) and holds the designations CFP®, FPSA®, and TEP.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 2 hours of Tax CPD.

Event Investment

Free for Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.

Regular price: R460.00

Group booking discounts available when you register for a group.

Payments and cancellations

• All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.
• Kindly note that should payment not be received 2 days after the event, legal action will be taken
• Proof of payment will be requested at registration, if payment does not reflect on Taxfaculty`s bank account.
• Only written notice of cancellation will be recognized.
• Conditions:
  • If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than 4 working days prior to the event a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• Taxfaculty`s liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.