Legatus

Legatus Professional Will Drafting, Deceased Estate Administration and Trust Administration services.

Legatus Trust was established in 1992 and was born out of the need in the marketplace for an independent company to render fiduciary services to clients in all segments of the market. As a fully licensed, independent trust company, Legatus Trust is dedicated to provide you with a full array of fiduciary services. Whether it's a will you need, a deceased estate to be administered or a trust to be f

ormed and/or managed, we can help you. Apart from rendering these services, we can also assist and advise you and your clients on any of these matters. Today Legatus Trust is a well-respected authority on the drafting of wills and rendering of fiduciary services throughout South Africa. Many brokers are registered intermediaries with Legatus Trust, using our expertise, advice and services which offer complete peace of mind to their clients.

As we approach Youth Day, we are reminded that empowering the youth is not only about celebrating their potential — it i...
25/05/2026

As we approach Youth Day, we are reminded that empowering the youth is not only about celebrating their potential — it is also about protecting their future.

A valid Will helps ensure that your children, loved ones, and future generations are cared for according to your wishes.

At Legatus Trust, we help you put the right structure in place today, so that tomorrow is protected.

Secure Today. Empower Tomorrow!
Speak to our experts about drafting your will.

Why Estate Planning MattersWithout proper planning, taxes can reduce what your loved ones receive.Estate planning isn’t ...
15/04/2026

Why Estate Planning Matters

Without proper planning, taxes can reduce what your loved ones receive.

Estate planning isn’t just about finances — it’s about protecting your family and giving them clarity during a difficult time.

• Taxes can reduce inheritance
• Administration delays can slow down payouts
• Families may face unexpected financial pressure

Planning ahead helps avoid unnecessary stress and uncertainty when it matters most.

Post-Death TaxesDid you know a deceased estate becomes a taxable entity?Many people assume tax ends when someone passes ...
02/04/2026

Post-Death Taxes

Did you know a deceased estate becomes a taxable entity?

Many people assume tax ends when someone passes away - but that’s not the case. During estate administration, several tax obligations may still apply:

• Estate Duty may apply if the estate exceeds R3.5 million
• Estate duty rates:
– 20% up to R30 million
– 25% above R30 million
• Income earned by the estate (like interest or rental) may still be taxable
• VAT obligations must be finalised, where applicable

Handling these correctly is a crucial part of winding up an estate.

What happens to someone’s tax when they pass away? Many people are surprised to learn that tax responsibilities don’t en...
30/03/2026

What happens to someone’s tax when they pass away?

Many people are surprised to learn that tax responsibilities don’t end immediately.

Before an estate can be finalised, a final income tax return must be submitted. There may also be Capital Gains Tax triggered by the deemed disposal of assets, and any outstanding tax liabilities must be settled.

These important steps must be completed before the estate administration process can be concluded - helping ensure a smoother distribution to beneficiaries.

Honouring Human Rights DayHuman Rights Day reminds us that dignity, fairness, and protection belong to everyone. When ri...
20/03/2026

Honouring Human Rights Day
Human Rights Day reminds us that dignity, fairness, and protection belong to everyone. When rights are respected and voices are heard, stronger families and communities are built.

Did you know tax obligations continue after death?When someone passes away, their financial responsibilities don’t autom...
20/03/2026

Did you know tax obligations continue after death?

When someone passes away, their financial responsibilities don’t automatically end. Before any inheritance can be paid, a deceased estate must still comply with important tax requirements.

Here’s what many families don’t realise:

▪ Taxes must be settled before beneficiaries can receive their inheritance
▪ A deceased estate must comply with legal and tax processes
▪ There are two key phases of taxes in estate administration:
• Pre-death taxes
• Post-death taxes

Understanding these obligations early can help families avoid delays, reduce stress, and prevent unexpected financial pressure.

Over the next few posts, we’ll be unpacking each of these tax phases to help you better understand what to expect.

16/03/2026

If you own a business or company shares, your estate can take much longer to finalise when you pass away.

Under the Administration of Estates Act 66 of 1965, all assets in an estate must be properly valued and administered. When a business is involved, it often requires additional valuations, legal agreements, and tax considerations.

This can significantly delay the estate administration process.

Empowered Women. Protected Legacies.International Women’s Day honours women who lead, nurture, and build lasting foundat...
09/03/2026

Empowered Women. Protected Legacies.
International Women’s Day honours women who lead, nurture, and build lasting foundations. True empowerment includes having clarity, security, and control over your legacy.

Most people don’t realise that tax plays an important role in deceased estates.Would you be interested in learning more ...
06/03/2026

Most people don’t realise that tax plays an important role in deceased estates.

Would you be interested in learning more about the tax side of estate administration in South Africa?

Let us know your thoughts in the comments 👇

Address

3rd Floor Roan House, 263 Kent Avenue
Randburg
2194

Opening Hours

Monday 08:00 - 04:00
Tuesday 08:00 - 04:00
Wednesday 08:00 - 04:00
Thursday 08:00 - 04:00
Friday 08:00 - 04:00

Telephone

+27861722626

Website

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