Planning calculators

Understand the numbers behind the estate.

Explore estate duty, CGT, liquidity and executor-fee estimates using the same formula engine as your saved estate snapshot.

Estate context

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Plan

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How to use these estimates: Adjust fields to test a planning scenario. Results depend on complete and accurate data and should be reviewed by a qualified South African estate or tax professional.

Estate Duty

Gross estateLiabilities + funeral + executor costsSpouse / charity deductionsSection 4A abatement

Result

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CGT on Death

Current asset valueBase costDeath exclusionInclusion rateMarginal tax rate

Result

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Liquidity Gap

Available liquidityTotal estate costsExtra life cover / cash injection

Result

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Executor Fee

Gross estateEstimated executor fee rate

Result

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What-if Scenario

Add life cover / liquidityAdditional spouse deductionAdditional PBO/charity deductionDebt reduction

Before / After

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Planning estimate only. Saved results are recalculated from the dashboard using the same versioned formula engine.