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2017 Webinar: Planning for High Net Worth Individuals - Module 2
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 Export to Your Calendar 2017-11-30
When: 30 November 2017
From 9:00am until 11:00am
Where: Online Webinar
South Africa
Contact: Tshepo Magopa
0129410416


Online registration is available until: 2017-11-28
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Overview

High-net-worth individuals and families have complex financial affairs that require specialist advice on various business, tax, financial and succession matters. The aim of this seminar is to equip attendees with the essential skills and knowledge they need to provide high-quality wealth management advice. The course will cover a wide range of topics, including tax planning and management, offshore versus onshore options, asset allocation, personal wealth management, estates, and wills and trusts.


Course Content

  • What has changed from 2016?
  • A brief overview of section 7C
  • The trust debate – local and offshore trusts
  • Foreign investments and planning around the restrictions
  • Emigration versus non-resident, including an overview of second passports and citizenship
  • Wills and letter of wishes
  • The scatterlings of world-wide beneficiaries
  • Tying it all together with a health check
  • Case studies of planning scenarios covering all aspects of the topics discussed

Presenter

Cheryl Howard

B Compt Hons CA (SA)

Cheryl qualified as a Chartered Accountant at Deloitte & Touché where she was appointed as a tax manager in 1989 in their personal financial planning department.

In 1991, Cheryl joined Grant Thornton, Kessel Feinstein to establish the personal financial planning department for their high net worth clients. In 1994, she joined BoE Private Bank as the general manager responsible for the Gauteng personal financial planning; taxation; fiduciary services; and wills and estates departments.

In 2000 Cheryl left BoE to set up her own practice and has practiced as such since then. Cheryl currently serves as a council member of the Fiduciary Institute of South Africa (FISA).She has written numerous articles for both professional and other publications on various aspects of financial planning.

Cheryl has also appeared on CNBC Africa TV interviews discussing various aspects of financial planning, trusts, wills and estates. She has also presented numerous talks on estate planning, wills and trusts.


CPD

This event and successful completion of the online assessment will secure 4 hours verifiable output CPD points/units. Including the following professional bodies: SAICA, CIMA, SAIPA, SAIBA, ACCA, FPI, CSSA, LSSA, FISA, ICBA, IAC, AAT


Event Investment

This webinar does not form part of any CPD subscription package

Webinar Broadcast

This dedicated CPD webinar will be presented on 24 & 30 November 2017 from 9:00am – 11:00am

Member: R370.00

Member (Module 1 & Module 2 Combined) : R740.00

Non-member: R450.00

Non-member (Module 1 & Module 2 Combined) : R900.00

Click here to register for the Webinar


Payments & 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 been received 2 days after the event, legal action will be taken

  • Proof of payment will be requested at registration, if payment at that point in time has not been reflected on SAIT's bank account.

  • Only written notice of cancellation will be recognised.

  • 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.

  • SAIT'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.

 

WHY REGISTER WITH SAIT?

Section 240A of the Tax Administration Act, 2011 (as amended) requires that all tax practitioners register with a recognized controlling body before 1 July 2013. It is a criminal offense to not register with both a recognized controlling body and SARS.

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