Legatus Trust

South African Trust Company with more than 34 years experience in Fiduciary Services - Deceased Estates & Testamentary Trusts. Contact us: [email protected]

[Legatus Trust @LegatusTrust]

Generational wealth is not only about what you build.

It is about what reaches the people you intended, in the way you intended.

A professionally drafted will can help protect your family from uncertainty, and unnecessary disputes.

Your legacy deserves exceptional!!!

[Legatus Trust @LegatusTrust]

Taxes can reduce what your loved ones receive.

Estate planning isn’t just financial — it’s about protecting your family and avoiding delays and added stress.

Plan ahead for certainty and peace of mind.

#EstatePlanning #ProtectYourFamily #LegacyPlanning

[Legatus Trust @LegatusTrust]

Post-death taxes

A deceased estate becomes a taxable entity — and estate duty isn’t the only tax to consider.

• Estate duty from R3.5m
• 20% (≤R30m) | 25% (>R30m)
• Income (interest/rental) may be taxed
• VAT may still apply

#EstatePlanning #Tax #DeceasedEstates

[Legatus Trust @LegatusTrust]

What happens to someone’s tax when they pass away?

Tax doesn’t end immediately. A final income tax return must be submitted, possible Capital Gains Tax may apply, and all outstanding taxes must be settled.

This must be done before an estate can be finalised.

#EstatePlanning

[Legatus Trust @LegatusTrust]

If you own a business or company shares, your estate can take much longer to finalise when you pass away.

When a business is involved, it often requires additional valuations, legal agreements, and tax considerations.

#EstatePlanning #Wills #DeceasedEstates #BusinessOwners

[Legatus Trust @LegatusTrust]

Empowered Women. Protected Legacies.
International Women’s Day honours women who lead, nurture, and build lasting foundations. True empowerment includes having clarity, security, and control over your legacy.
#WomenWhoLead #EmpoweredChoices #LegacyPlanning #SecureHerFuture

[Legatus Trust @LegatusTrust]

Most people don’t realise that tax plays an important role in deceased estates.

Would you be interested in learning more about the tax side of estate administration in South Africa?

Let us know your thoughts in the comments

#DeceasedEstates #EstateAdministration #PlanAhead

[Legatus Trust @LegatusTrust]

Who Controls Your Social Media When You’re Gone?

Your digital life doesn’t disappear when you do.

Protect your memories. Protect your privacy.
Digital planning is essential.
#DigitalEstate #EstatePlanning #POPIA #PlanAhead

[Legatus Trust @LegatusTrust]

What Happens to Your Bitcoin & Online Investments When You Die? Many people have a Will… Very few plan for their digital financial assets.
#EstatePlanning #DigitalAssetSafety #WillsMatter #freewill

[Legatus Trust @LegatusTrust]

Happy Valentine’s Day

Love is more than words - it’s making sure the people you care about are protected, no matter what the future holds. This Valentine’s Day, show love that lasts with thoughtful estate planning.

#ValentinesDay #LoveThatLasts #EstatePlanning #PlanWithCare

[Legatus Trust @LegatusTrust]

Still thinking about the Guardian Fund?

If you pass away without a Will, your minor children’s inheritance goes to the government’s Guardian Fund - not directly to family.

Draft your FREE Will today

#ProtectYourChildren #GuardianFund #WithoutAWill #EstatePlanningSA

[Legatus Trust @LegatusTrust]

Why a Will Matters When You Have Minor Children

If you die without a Will, your minor children’s inheritance doesn’t go to family - it goes to the government’s Guardian Fund.

#WithoutAWill #ProtectYourChild #GuardianFund #EstatePlanningSA #WillsAndTrusts #FamilyFirst

[Legatus Trust @LegatusTrust]

World Cancer Day: Courage, Compassion, and Peace of Mind

On World Cancer Day, we pause to honour the courage of those facing cancer and the families who stand beside them.

#WorldCancerDayy #carebeyondtoday #PeaceOfMindPlanning #willsandestates #supportthroughplanning

[Legatus Trust @LegatusTrust]

Protect your child’s future

Having a valid Will is one of the most important steps you can take to safeguard your children. Without a Will, your estate is distributed according to the Intestate Succession Act - not your wishes.

Draft your FREE Will TODAY!

[Legatus Trust @LegatusTrust]

Legatus Trust will be closing on the 12th
December 2025, and we will reopen on
the 5th January 2026.

For anymore information please visit
our website on https://t.co/NUfpullASD

Happy holidays!

[Legatus Trust @LegatusTrust]

When life erupts without warning, your family deserves protection that never cracks.
Let Legatus Trust be your shield.
#SecureYourLegacy #EstatePlanning #LegatusTrust #FamilyFirst

[Legatus Trust @LegatusTrust]

Even in life’s roughest seas, you deserve a steady hand guiding you home.
At Legatus Trust, we protect your legacy with clarity, care, and calm—so your loved ones are safe, no matter the storm.
It all begins with a Last Will & Testament.
#LegatusTrust #SecureYourLegacy #Estates

[Legatus Trust @LegatusTrust]

When life’s decisions feel overwhelming, having the right guide makes all the difference.
At Legatus Trust, we help you navigate every turn with clarity, confidence, and genuine care.
Your legacy matters. Let’s protect it together.
Get your FREE will today.
#LegatusTrust

[Legatus Trust @LegatusTrust]

The choices we make today shape the lives of those we love tomorrow. Don’t leave your legacy to chance - plan your estate, protect your family, and leave behind more than just memories.
#LegacyMatters #PlanAhead #ProtectYourFamily #EstatePlanning

[Legatus Trust @LegatusTrust]

The keys to your castle need to be protected and passed onto your heirs and beneficiaries.
How do you do that?
The most important part of leaving a legacy is to have a valid will in place.
Legatus Trust are experts at helping you draft a Last Will & Testament.
Absolutely FREE