Estate Duty Calculator
Calculate estate duty obligations for South African estates
Important: These calculations are estimates only and should not be considered financial or legal advice. Actual results may vary based on individual circumstances, current regulations, and specific policy terms. Please contact us for personalized consultation and accurate quotes.
South African Estate Duty Rates (2025)
| Estate Value | Rate | Duty on Excess |
|---|---|---|
| R0 - R3,500,000 | 0% | No duty (R3.5 million abatement) |
| R3,500,001 - R33,500,000 | 20% | 20% of dutiable amount (first R30 million above abatement) |
| R33,500,001+ | 25% | R6,000,000 (20% of first R30m) + 25% of excess above R30 million |
Important Notes
- An abatement of R3.5 million is allowed against the net estate value to determine the dutiable amount
- Estate Duty is levied at 20% on the first R30 million of the dutiable amount
- Estate Duty is levied at 25% on the dutiable amount above R30 million
- Primary residence abatement: R2,000,000 (2025) for primary residence (separate from R3.5m abatement)
- Spouse abatement may be part of the R3.5 million abatement if assets pass to surviving spouse
- Rates and thresholds are subject to change in annual budget
- Consult a qualified estate planning professional for accurate calculations
Need Estate Planning Advice?
Our estate planning experts can help you minimize estate duty and ensure your assets are distributed according to your wishes.