Mazars guides

Did you know that Mazars compiles handy guides annually? Many clients find these invaluable and as such, we provide them here, for you to download and read at your leisure.

Directors Guide

The information contained in this guide is a summary of some of the key issues affecting directors and officers of companies and provides an overview of relevant legislation.
The role of a director is a challenging one, accompanied by onerous duties and responsibilities.
With improving standards of corporate governance, directors are required to be more and more accountable, transparent and responsive to stakeholders and society.

Estate Planning Guide

This guide is intended as an easy reference, pocket-sized guide for the estate planner, and anybody involved in estate planning.

The information contained herein is a summary of some of the key estate planning principles. Estate planning touches on many areas, and involves not only planning for death but also planning during your lifetime – from financial planning, health planning, matrimonial property regime planning, income tax and business planning, to offshore and retirement planning – all of which should form part of any comprehensive estate planning exercise. The main thrust of this guide is to provide the estate planner with an overview on how to plan his or her estate during his or her lifetime, with the primary goal of transferring wealth to beneficiaries so that they have maximum benefit.

Trusts Guide

In spite of ongoing uncertainty about how trusts will be taxed in South Africa in the future, trusts remain a very useful estate planning tool and are widely used for a number of purposes.
However, if a trust is not formed or administered correctly, it can create a nightmare that acts against the very reason for forming it in the first place.
Anyone thinking of setting up a trust needs not only to make sure that they are creating a valid legal structure, but also to understand the nature of the trust, the duties of trustees, and the rights of beneficiaries.
This guide is designed to help anyone involved with a trust understand the key elements of forming and administering a trust in South Africa.

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