01
Dashboard
Your control panel: 2026/27 key numbers and a quick risk snapshot.
📊 Control panel
What's Inside
14 sections. Every legal wealth protection strategy for South African families.
Every number is current 2026/27 SARS law. Every section includes a live calculator so you work with your own numbers, not hypotheticals.
02
How to Use the System
The right order to work through your wealth plan.
🗺️ Getting started
03
Estate Costs + Liquidity
Estate duty, executor fees, CGT and the cash your family needs.
🧮 Live calculator
04
The Trust + Company Model
When a trust and (Pty) Ltd help, and when they hurt.
🏛️ Structure guide
05
2026/27 Tax Reference
The key SARS rates, thresholds and exclusions in plain English.
🧮 Live tax calculator
06
Donations Planner
Move wealth intentionally within the R150,000 annual exemption.
🧮 Live calculator
07
Retirement + TFSA
Use the R430,000 RA cap and R46,000 TFSA limit strategically.
🧮 Live calculators
08
CGT + Property
Model capital gains and think before moving property.
🧮 Live calculator
09
Life Cover + Liquidity
Make sure there is cash when estate costs fall due.
🧮 Live calculator
10
Advanced Strategies
Section 7C, crypto, offshore and travel, done cleanly.
🧮 Live calculators
11
Compliance Command Centre
The yearly checklist that keeps your structure valid.
✅ Compliance
12
10-Year Roadmap
Build the plan in the right phases, year by year.
📈 Roadmap
13
Advisory Team Builder
Assemble and question the right professionals.
🤝 Team
14
Glossary + Sources
Plain-English definitions and the 2026/27 source notes.
📚 Reference