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2016 Planning for High Net Worth Individuals DVD

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2016 Planning for High Net Worth Individuals

High-net-worth individuals and families have complex financial affairs, and they need 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. It will cover a wide range of topics, including tax planning and management, offshore vs. onshore options, personal wealth management, retirement, business succession, estates, wills and trusts.

Course Content:
  • The ethical obligations of high-net-worth advisors
  • The role of the regulators: Treasury, the South African Revenue Service and the South African Reserve Bank
  • Taxation and tax planning strategies
  • Offshore trusts and the Davis Tax Committee’s work on trusts
  • The tax consequences of emigration: the requirements for ceasing to be a SA tax resident, the immediate consequences of such an exit (CGT exit charge) and the ongoing tax consequences
  • Intervivos trusts and planning
  • Wills and estates planning: the new legislative regime from 1 January 2016
  • Business succession planning
  • Planning wealth for generations


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).

Cheryl 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.


This DVD 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)




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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