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The Financial Wellness Coach: How to Cut Estate Duty and Avoid Heavy Tax

ONTARIO, JUL 23 – Jack and Janine use estate freeze and lifetime capital gains exemptions to save about $335,000 each in taxes and protect $7 million in assets from probate fees.

Summary by Daily Maverick
It may seem like a good idea to transfer assets before death to reduce estate duty, but it can result in higher tax.

3 Articles

Daily MaverickDaily Maverick
Center

The Financial Wellness Coach: How to cut estate duty and avoid heavy tax

It may seem like a good idea to transfer assets before death to reduce estate duty, but it can result in higher tax.

·South Africa
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The Globe & MailThe Globe & Mail
Center

The many tax and planning benefits of an estate freeze

It’s the idea of taking certain assets that you own and ‘freezing’ them at today’s value

·Canada
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wealthmanagement.comwealthmanagement.com

Estate Planning Strategies Amid Tax Policy Uncertainty

Explore effective estate planning and charitable giving strategies for financial advisors to navigate complex tax policies and help clients maximize wealth.

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wealthmanagement.com broke the news in on Wednesday, July 23, 2025.
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