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Your Dormant Trust Is Not Invisible to SARS

Your Dormant Trust Is Not Invisible to SARS

by Albert Saunders Attorneys | Jun 25, 2026 | Tax, Trusts

“Things do not go away. They go somewhere.” (Annie Dillard) Many trustees assume that a dormant trust can be safely forgotten. No income, no assets, no transactions … No problem. SARS has made it clear that this assumption may be an expensive one. In recent months,...
Estate Planning: The Ambush Tax Lurking in the Wings

Estate Planning: The Ambush Tax Lurking in the Wings

by Albert Saunders Attorneys | May 26, 2026 | Property, Tax, Wills and Estate Planning

“I can’t afford to die; I’d lose too much money.” (George Burns, comedian) At the heart of any estate plan lies your will. Pair it with a file containing all the information and documents that your executor and heirs will need to wind up your estate, and...
Budget 2026: How Much Will the Increased CGT Primary Residence Exclusion Save You?

Budget 2026: How Much Will the Increased CGT Primary Residence Exclusion Save You?

by Albert Saunders Attorneys | Mar 2, 2026 | Personal Finance, Property, Tax

“We are also proposing additional tax measures to ease the financial burden on households and businesses, by adjusting personal income tax brackets and rebates fully in line with inflation.” (Minister of Finance Enoch Godongwana) How much will I save if I sell my...
Budget 2.0: A Mixed Bag, With Good News for Property

Budget 2.0: A Mixed Bag, With Good News for Property

by Albert Saunders Attorneys | Mar 26, 2025 | Personal Finance, Property, Tax

“Good in parts” (Like the curate’s egg) Transfer duty threshold increased by 10% You pay no transfer duty if the property you are buying sells for less than the set threshold. The threshold wasn’t increased last year, so this year’s proposed 10% increase from...

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