Overview     

In today’s dynamic business environment, financial planning extends far beyond profit forecasting — it’s about ensuring long-term business sustainability and personal wealth protection. Many businesses face devastating consequences when financial, tax, and trust structures are not properly aligned. This webinar highlights how to integrate business financial planning with estate planning to ensure business continuity, liquidity, and optimal tax outcomes. Participants will gain practical insights into managing risks associated with the death or disability of a key individual, and learn how to structure ownership transitions to safeguard the interests of the business, its partners, and their families. 

Join Errol Meyer on 25 November 2025 from 10:00 am to 11:00 am as he explores the critical intersection between tax efficiency, trust structuring, and financial planning, guiding professionals through best practices to mitigate legal, financial, and estate risks while maximising compliance and sustainability.     

Learning objectives 

Attending this webinar will equip you with the following skills: 

• Understand the importance of business financial planning for liquidity and continuity. 

• Learn the "Trinity of Business Financial Planning" to mitigate risks and facilitate ownership transitions. 

• Navigate key tax implications, including Income Tax, Capital Gains Tax, and Estate Duty. 

• Secure Estate Duty exemptions by using correct documentation and complying with requirements. 

• Analyse tax implications of holding business interests in trusts versus individual ownership.   

Content 

The webinar will cover the following topics:  

• Business Financial Planning 

  • Core Concepts: Planning, Risk, Continuity 

  • Trinity: Key Person, Liability, Continuity 

  • Legal and Tax: Succession, Life Assurance, Tax Implications 

  • Key Person: Definition, Tax, Risk Management 

  • Liability Plans: Risk Assessment, Funding, Tax 

  • Buy-and-Sell: Purpose, Structure, Tax Implications 

  • Trusts: Fundamentals, Tax Implications 

  • Selected Topics: Tax, Estate, Behavioural Finance 

About the presenter 

Errol Meyer 

Errol Meyer has over 30 years of experience in the financial services industry, specialising in the intersection of law, taxation, and financial planning. His career began in 1989 as a Legal Advisor and progressed to Senior Legal Manager and Tax Advocate at SARS, where he prepared legal opinions and represented cases in the Income Tax Court. 

A former member of the Society of Trust and Estate Practitioners (STEP) and the LOA Disciplinary Panel, Errol has contributed extensively to professional education. He is the author of Notes on Estate and Financial Plans – Meyer on Case Studies, now in its 13th edition and prescribed by several South African universities. He has lectured and moderated postgraduate financial planning programmes at leading institutions and developed training materials for major banks. 

Errol provides fee-based financial and estate planning services to high-net-worth clients, focusing on tax consultation, trust administration, and business succession planning. He frequently presents seminars for the FPI, SAICA, and other professional bodies and has served as a judge for the Financial Planner of the Year competition. His insights have been featured in publications, national conferences, and on CNBC Africa. 

Who should attend? 

The following persons will benefit from attending this webinar: 

• Candidate attorneys 

• Law students  

• Pupil advocates  

• Paralegals 

• Junior legal practitioners 

Price 

• R 250.00 - Online admission - Individual.  

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here  to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here  to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/ or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar.