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Will and Trust

Advice and guidance in respect of the drafting and execution of a will, planning and formation of a family / business / testamentary trust, taxation, compliance and fiduciary aspects, registration of trusts and safe storage of wills.

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Insights

Perino Pama

Director, Litigation

Perino Pama practises mainly at our Plettenberg Bay office but is available by appointment to consult at our Knysna office. ... He holds the degrees BA, LLB and LLM (Masters in Public Law) (UCT) and is a notary.

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Plettenberg Bay

Send email

044 533 1101

044 533 1115

072 381 9738

Julie Maynard

Associate, Wills & Estates

Julie Maynard is an attorney at the Mosdell, Pama & Cox Inc.’s Plettenberg Bay office.

PROFILE

Plettenberg Bay

Send email

044 382 5333

044 382 5721

082 857 4725

Louis Nel

Consultant, Deceased Estates

A consultant at Mosdell, Pama & Cox Inc., Louis Nel heads the Administration of Deceased Estates Department which entails the... drafting of wills, both straightforward and complex.

PROFILE

Knysna

Send email

044 382 5333

044 382 5721

083 269 1707

Ed Harris

Consultant, Conveyancing

Ed Harris, a consultant at the firm, practises in the fields of conveyancing and liquor law. He joined Mosdell, Pama... & Cox Inc.’s Knysna office in October 2009.

PROFILE

Knysna

Send email

044 382 5333

044 382 5721

083 432 2428

Kiana Venter

Associate

Kiana Venter joined Mosdell, Pama & Cox at our Plettenberg Bay offices as an associate in 2024, after being admitted... an attorney in the Cape Town High Court.

BOOK CONSULTATION PROFILE

Plettenberg Bay

Send email

044 533 1101

044 533 1115

072 808 4660

Perino Pama

Director, Litigation

BOOK CONSULTATION PROFILE

Plettenberg Bay

Send email

044 533 1101

044 533 1115

072 381 9738

Julie Maynard

Associate, Wills & Estates

Julie Maynard is an attorney at the Mosdell, Pama & Cox Inc.’s Plettenberg Bay office.

PROFILE

Plettenberg Bay

Send email

044 382 5333

044 382 5721

082 857 4725

Louis Nel

Consultant, Deceased Estates

A consultant at Mosdell, Pama & Cox Inc., Louis Nel heads the Administration of Deceased Estates Department which entails the... drafting of wills, both straightforward and complex.

PROFILE

Knysna

Send email

044 382 5333

044 382 5721

083 269 1707

Ed Harris

Consultant, Conveyancing

Ed Harris, a consultant at the firm, practises in the fields of conveyancing and liquor law. He joined Mosdell, Pama... & Cox Inc.’s Knysna office in October 2009.

PROFILE

Knysna

Send email

044 382 5333

044 382 5721

083 432 2428

Kiana Venter

Associate,

Kiana Venter joined Mosdell, Pama & Cox at our Plettenberg Bay offices as an associate in 2024, after being admitted... an attorney in the Cape Town High Court.

BOOK CONSULTATION PROFILE

Plettenberg Bay

Send email

044 533 1101

044 533 1115

072 808 4660

Wealth Management

Capital gains distributions between trusts – who gets taxed?

03 December 2024

Can the conduit principle be used in structures where there are multiple trusts? This issue has recently been heard by... the Constitutional Court in the case of Thistle Trust v Commissioner for the South African Revenue Service (CCT 337/22) [2024] ZACC 19 which has guided how to tax capital gains in multi-tiered trust structures.

Article

When and how can a trustee resign from a trust?

03 December 2024

There is often great uncertainty and misconceptions when it comes to the resignation of trustees of a trust. In this... article, we look at the requirements for the resignation of a trustee from an inter vivos trust and a testamentary trust.

Article

Why the right executor is vital for your family

29 October 2024

Dealing with the passing of a loved one can be extremely difficult for family members, especially when it comes to... handling all the administrative tasks accompanying the winding up of the deceased’s estate. This makes choosing the correct executor in your will a crucial step in ensuring that you leave your loved ones with a reliable and capab

Article

Trustee responsibilities have become even heavier

26 June 2024

121

Article

New CIPC changes for the filing of annual returns

15 January 2024

CIPC has again announced changes to the CIPC system for the filing of annual returns and beneficial ownership information, which... introduces mandatory obligations for companies and close corporations when filing their annual returns.

295

Article

New SARS beneficial ownership disclosures when filing your trust tax returns

29 November 2023

Trustees should take note of additional requirements relating to the filing of provisional Trust tax returns in January 2024 as... SARS climbs on the beneficial ownership reporting train.

242

Article

The latest developments in respect of the new Anti-money Laundering Legislation

04 October 2023

In this article, we provide an important update to trustees and company directors on the latest developments in respect of... the newly introduced beneficial ownership reporting for trusts and companies as introduced by the General Laws (Anti-Money Laundering and Combating Terrorism Financing) Amendment Act 22 of 2022 (“Amendment Act”) whi

224

Article

Trusts: Majority rules, or unanimity triumphs?

27 July 2023

448

Article

Why can deceased estates take so long to be finalised?

29 May 2023

The family of a deceased are often confronted with the harsh reality of having to wind up a deceased’s estate... after his or her passing. Usually, there is the expectation that this should go quickly, but unfortunately, the reality is that the process is hardly ever a quick one. So how long then does it take to wind up a deceased estate?

330

Article

Capital gains distributions between trusts – who gets taxed?

03 December 2024

Article

When and how can a trustee resign from a trust?

03 December 2024

Article

Why the right executor is vital for your family

29 October 2024

Article

Trustee responsibilities have become even heavier

26 June 2024

The Trust Property Control Act 57 of 1988 (“TPCA”) provides the framework for the effective and efficient operation of a... trust. The Act confers a range of statutory duties on trustees when appointed, which duties have recently been extended by the General Laws (Anti-Money Laundering and Combating Terrorism Financing) Amendment Act 22 of 2022 (“Amendment Act”) which amended the TPCA. In this article, we unpack the duties that form part of the responsibilities which are assumed when a trustee is appointed.

121

Article

New CIPC changes for the filing of annual returns

15 January 2024

295

Article

New SARS beneficial ownership disclosures when filing your trust tax returns

29 November 2023

Trustees should take note of additional requirements relating to the filing of provisional Trust tax returns in January 2024 as... SARS climbs on the beneficial ownership reporting train.

242

Article

The latest developments in respect of the new Anti-money Laundering Legislation

28 August 2023

224

Article

Trusts: Majority rules, or unanimity triumphs?

27 July 2023

Everyone is familiar with the term ‘majority rules’ and generally when applied it means that the decision of the majority... sticks and is valid. The question that arose in the recent case of Shepstone & Wylie Attorneys v Abraham Johannes de Witt N.O. and Others [2023] ZASCA 74 was whether the majority decision by the trustees of a trust needed a resolution signed by all the trustees to be valid. In this article we take a look at the decision and what it potentially means for the law of trusts in South Africa.

448

Article

Why can deceased estates take so long to be finalised?

29 May 2023

330

Article

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Plettenberg Bay

6 High Street, Plettenberg Bay, South Africa, 6600

044 533 1101

enquiries@mpc.law.za

Knysna

15 Tide street, Knysna, South Africa, 6570

044 382 5333

enquiries@mpc.law.za

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Main Office

Plettenberg Bay

6 High Street, Plettenberg Bay, South Africa, 6600

044 533 1101

enquiries@mpc.law.za

Knysna

15 Tide street, Knysna, South Africa, 6570

044 382 5333

enquiries@mpc.law.za

Clients

Get In Touch

Rate Us

Careers

Apply Now

Careers

Training and Development

Vacancies

Corporate

Offices

History

Phatshoane Henney Group

PH Group Platinum Achiever

Diversity

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