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Services

Estate Planning & Deceased Estates

Estate Planning

Tax planning for your estate while you are alive: capital gains tax, estate duty, donations tax, trusts and business succession.

  • CGT planning and spousal rollover structuring.
  • Estate duty minimisation (trusts, spousal bequests, liquidity planning).
  • Donations tax planning (annual exemption, Section 7C compliance).
  • Trust tax planning (conduit principle, attribution rules).
  • Business succession and buy-and-sell agreement planning.

Deceased Estate

Tax and reporting for a deceased estate, from the calculations at death to closing the tax account with SARS.

  • CGT deemed-disposal calculations at death.
  • Estate duty computation and REV267 submission.
  • Final income tax return (ITR12).
  • Executor support (Master’s Office, L&D Account).
  • SARS liaison and tax account closure.

Plan your estate now

Our free Estate Planner builds a draft liquidation and distribution account for you: estate duty, executor’s fees, capital gains tax on death, what each heir receives and whether your estate will have enough cash.

Open the Estate Planner

Contact us

Call 012 004 1804 or 073 258 0756, email leseli@kattzmos.co.za, or send us a message and we will get back to you.

Visit us
Shop 6 Semar Building,
404 Pretorius Street, Arcadia,
Pretoria, Gauteng 0007

Get directions

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Other Services

Bookkeeping

We manage daily transactions, bank reconciliations, VAT, payroll, and your debtors and creditors to keep your records accurate and current.

Learn more about Bookkeeping

Taxation

We handle tax registrations, submissions, planning, and SARS queries for both individuals and businesses.

Learn more about Taxation