Select Page

SA's No 1 Insurance Blog

Death And Capital Gains Tax In 2012

Last week we looked at the capital gains tax calculation where Paul passed away in 2011. Today we’re looking at the exact same situation but from a 2012 financial planning perspective. Was Paul better off in 2011 than 2012? Let’s find out… Remember that this situation...

Death And Capital Gains Taxes In 2011

So when it comes to financial planning, what on earth does capital gains tax have to do with dying? Well, as it turns out…quite a bit unfortunately! You see before we can get around to winding up the estate and dishing out assets left right and centre, we need to wind...