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LEGAL TECHNICAL



To provide suitable financial advice as Financial Adviser, the necessary legal technical background and knowledge of legislation governing the financial planning industry, is required.



WE OFFER COURSES ON THE FOLLOWING SUBJECTS:

  • Income Tax: Calculation of personal and/or company tax liability
  • Capital Gains Tax: Calculation of tax liability on profit of the sale of certain assets.
  • Marital Regimes in South Africa and how each impact on personal financial planning
  • Estate Duty: The Liability of a deceased estate.
  • Business Assurance: The Different types of Business Assurances, their Income Tax implications, and effect on the client’s personal estate.
  • Retirement Planning: Addressing Pre- and Post Retirements planning and the Tax implications on Retirement Lump Sums.












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