Financial planning

Estate calculator

Estimate the size of your estate and the approximate estate duty under South African law.

Nothing you type here is saved or sent anywhere, unless you ask us to refer you.

Your assets

Primary residence Other property Vehicles Bank accounts Investments / unit trusts Retirement funds (RA / pension) Life / death policy payout Business interest Cryptocurrency Other assets

Total assets R 0

Your liabilities

Mortgage / bond Vehicle finance Personal loans Credit cards Other debt

Total liabilities R 0

I have a surviving spouse or partner The abatement doubles to R7 million

Estate summary

Estimated amount your heirs receive

R 0

Total assets: R 0
Total liabilities: R 0
Net estate value: R 0
Executor’s fees: R 0
Admin and winding-up costs: R 0
Primary abatement: R 0
Dutiable estate: R 0
Estate duty (20%): R 0

This is an estimate only. Estate duty, executor’s fees and costs vary with your circumstances. Speak to a qualified estate planner or attorney for accurate planning.

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