Understanding Trusts, Wills & Estate Duty for your Financial Planning

Understanding Trusts, Wills & Estate Duty for your Financial Planning

1 Day Workshop

Would you like to learn how to effectively plan your estate to minimise your estate duty, lower your tax bill and ensure that your loved ones receive all that you have worked so hard to create ?


This practical workshop will present structures to put in place starting with your Will and how it should be drafted, to making use of trusts for pegging your estate value and protecting your assets.

Lastly we will look at estate duty and techniques to minimise your estate duty and ensuring that more of your wealth is preserved.

The following topics will be covered in the workshop:

  • Everything you need to know before embarking on your protective estate plan
  • A look at trusts and the use in your estate planning
  • Drafting and updating your Will
  • Intestate succession and the consequences thereof
  • Principles of estate planning
  • Calculations of estate duty
  • Techniques to save estate duty
  • Using alternatives to protect what you have
  • All attendees get an optional complimentary Will drafted within 30 days of attending the workshop (valued at R340)



About  the Presenter:

Terence Tobin is a registered financial planner  with over 3 years experience in both personal and business financial planning, investments and estate planning.

Terence has completed the necessary qualifications in Financial Planning as well as the mandatory Regulatory Exam as set out by the Financial Services Board, thus making him knowledgeable and qualified to assist you in understanding your financial planning and ensuring  that your financial plan develops with you as your requirements change.

He currently is an independent financial planner, with active accreditation through the major life insurance and investment companies  in South Africa.  He works with FNB Insurance Brokers to ensure the highest level of professionalism and most up to date information is always available to his clients.

With service excellence and always looking out for his clients best interests, Terence is a valued and trusted partner of Bizfacility.


Live 1 Day Understanding Trusts, Wills & Estate Duties Workshop

For Course Dates please click here

Please Download Yοur [button url=”http://bizfacilityworkshops.s3.amazonaws.com/Trusts, Wills & Estate Duty  Enrolment form.pdf” target=”_self” size=”small” style=”bluegrey” ]Workshop Enrolement Form Here[/button]

Price: 1 500.00

(includes comprehensive notes, refreshments &  lunch)

*If you require further information or assistance please do not hesitate in contacting us



Biz Facility Training

Customer Reviews

Rene Nienaber 21/10/2021

Email Submission
Hi Ruzel

I would really like to thank you for the time you took to understand and answer my questions from the webinar.
I have been struggling to find someone to clarify this for me.

Thank you so much, it really does help!

Kind Regards,
Financial Manager

HR - Unionsteel 12/10/2021

Email submission
Excellent Thank you. That was very informative. Good content,
great presenter and been left with good overall picture
of all that is needed for company to be compliant and
some very nice resources. Thank you

Geraldine Joubert 09/10/2021

Email Submission
Thank you for a great excel presentation. Is it possible to get the recording for session2?

Swart Redelinghuys Nel & Partners Inc

Noxolo Mandita 26/07/2021

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I would like to submit completion of the below course.

Debt Collection Management Online Course

I enjoyed it very much and it was very straight forward to understand 😃

Warm regards,

Eileen 13/07/2021

Email Submission
Thank you so much, these courses are so informative.

I am enjoying doing the online learning with your company.

Thank you once again.
Have a Fabulous Friday
Kindest Regards

Liezel Potgieter 28/05/2021

Email submission
Hi Ruzel,

Ek moet ook vir jou by se dat jy die kursusse EXCELLENT aanbied, jy praat mooi en duidelik.

Baie dankie vir die wonderlike werk wat jy doen.

Ek sal jou defnitief aanbeveel vir enige iemand.

Angie Rhode 13/05/2021

Email Submission
It was a lovely course, thank you so much

If you are doing more, please add me to your mailing list. I have over 1200 staff who can benefit from these courses.

General Manager
Essential Cleaning Services

Chantal Thysse 13/05/2021

Email Submission
Thank you for the survey, it’s greatly appreciated.

And, A Big Well Done To You Ruzel!

You can be super proud of another excellent event and handling such a big group.

Jennifer from our office also gave the following feedback: “I loved the course. Ruzel is brilliant in presenting and so easy to understand. She is excellent.”

I would also like to thank Ashton and Matthew who are always ready to assist when it comes to coordinating and IT-related issues.

It’s such a pleasure working with the Bizfacility Team.


Badia, Icon Oncology 07/04/21

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The VAT Taxable Supplies & Input Tax Credits was VERY GOOD. I repeat it was VERY GOOD

Samantha, Magic Light Box 01/06/21

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I really do appreciate your assistance