Money with Carla Money with Carla

Estate & Trusts (Tax Expert Is Back)

Loading player...
This week I sit down with Marisca, a tax expert, to unpack trusts and estate planning in South Africa. We chat about when a trust makes sense, common mistakes, and how to plan ahead to protect the wealth you leave to your family.
Chapters
  • 00:00 Episode highlights
  • 00:44 Meet Marisca
  • 01:58 Estate planning mistakes and asset ownership
  • 06:23 Taxes, wills and estate costs
  • 10:25 Estate planning for business owners
  • 15:34 Life insurance and beneficiaries
  • 19:39 When trusts make sense
  • 25:13 Trust distributions and administration
  • 32:37 Moving assets into a trust
  • 36:44 Structuring your wealth for the future
  • 43:02 Final thoughts
27 Sep English South Africa Investing

Other recent episodes

RAs Are NOT For Everyone

Does a retirement annuity’s tax saving automatically make it the best investment? Carla compares RAs with investing directly in global equity ETFs, exploring tax, investment restrictions, fees and how your time to retirement changes the picture. Using Laura and Nora’s investment scenarios, she explains the trade-offs, flags expensive life insurance…
4 Oct 16 min

Big Name Funds Underperform. What are you paying for?

Get my book here: https://www.moneywithcarla.com/book Free Investment Masterclass: https://learn.moneywithcarla.com/masterclass2026 Most South Africans are losing hundreds of thousands of rands in household-name investment funds, without even realising it. In this video I compare real fund performance from two of my students against equivalent ETFs, and show you exactly how to benchmark…
20 Sep 6 min

Anzel Rabie | Stellenbosch & Afrikaans Money-Culture

Find Anzel on socials: https://www.instagram.com/anzelrabie/?hl=en What does a CA who almost became Miss SA have to teach us about generational wealth? More than you'd expect. In this episode, I sit down with Anzel – chartered accountant turned TV personality and mom of two – to talk about the money lessons…
11 Sep 37 min

To DIY or not? EasyEquities Expert Answers Your Questions.

What’s really happening inside your investment account and how do you know the platform holding it is trustworthy? In this episode, I sit down with the Higgo van Biljon from EasyEquities to unpack how the platform works, what investors actually own, and the questions that matter before you invest. We…
6 Sep 42 min

From Consumer to Creator (Building Digital Capital)

Find Daniel on socials: https://www.instagram.com/_danielvivier_/ What happens when you stop consuming and start creating? In this conversation, Daniel shares how he overcame the fear of being judged online and began building a public presence while developing an AI-focused business. We talk about the uncomfortable early stage of creating content, why…
28 Aug 34 min
All episodes