Go one step further and use our calculator to calculate the value if you move the money now instead of waiting until your death.
Input up to R3,5 Million. You can do more but this is the sweet spot for using the income tax and estate duty act to our benefit. Start donating R100 000 and see how it can grow using Everest Investment as an example. The calculator can toggle between two amounts to allow for a couple to donate
✅ Save on the 20% Estate Duty
✅ Save 3.5% + VAT in Executor Fees
✅ Legally transfer up to R200 000 per annum out of your estate
✅ Create protected income and legacy for your children
✅ Simple, legal, and SARS-compliant
Bonus Effect: Every 5 years your investment receives an extra 8% boost (after tax). This bonus is added to your capital, so future returns are calculated on a bigger base. The result? Your growth doesn’t just climb steadily — it jumps higher every 5 years, accelerating wealth inside the trust.
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