Overview   

In today’s complex legal and commercial landscape, effective financial planning is inseparable from sound legal structuring. Misalignment between financial, tax and trust arrangements can have severe legal and financial consequences for clients. 

This webinar examines how to align business financial planning with estate planning to safeguard continuity, liquidity and compliance. Legal professionals will gain practical insights into managing risks arising from the death or incapacity of key individuals and learn how to design ownership and succession structures that protect client interests while ensuring tax efficiency and fiduciary integrity. 

Join Errol Meyer on 25 November 2025, from 10h00 to 11h00, as he unpacks the intersection of law, tax and financial planning. Discover how strategic trust and estate structuring can mitigate legal exposure, preserve value and ensure sustainable outcomes for businesses, partners and beneficiaries. 

Learning objectives 

Attending this webinar will equip you with the following skills: 

• Recognise the legal significance of business financial planning in ensuring liquidity, continuity and compliance within commercial and estate contexts. 

• Apply the “Trinity of Business Financial Planning” to mitigate legal and fiduciary risks and to facilitate effective ownership and succession transitions. 

• Interpret key tax implications, including Income Tax, Capital Gains Tax and Estate Duty from a legal and structuring perspective. 

• Ensure compliance with Estate Duty exemptions through accurate documentation, statutory adherence and proper estate planning procedures. 

• Evaluate the legal and tax consequences of holding business interests through trusts versus direct individual ownership. 

Content 

The webinar will cover the following topics:  

• Business Core Concepts: 

  • Planning. 

  • Risk. 

  • Continuity. 

• Trinity of Business Financial Planning:  

  • 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 and 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.