• Develop strategy

• Regular update of strategy

• Identify planning opportunities

• Identify risks (accrual reviews)

• Management of risks

• Accounting services
(bookkeeping, capture of transactions)

• IFRS advisory

• Financial statements
(preparation, review and compilation reports)

• System reviews and implementation

• International structuring

• Transfer pricing reviews and policies

• SARS query assistance

• Exchange control advice

• Emigration and immigration services

• Expatriate advisory and planning

• Relocation

• Tax compliance

• Indirect taxes, including VAT and Securities
Transfer Tax (STT)

• Income tax, including corporate tax, individuals
and trusts

• Employee tax (PAYE)

• Donations tax

• Estate duty

• Compliance (preparation and review of returns)

• Tax opinions (s223 Tax Administration Act and
other)

• Objections and appeals

• Instalment payment agreements

• Tax compromise agreements

• Voluntary disclosure relief

• Bespoke structuring

• Implementation

• Project management

• Structure maintenance

• Interviews and relationships with
wealth creator and family members/generations.

• Design legal structure for a succession plan

• Design family governance structure

• Professional/Independent trusteeship

• Management/administration of local
trusts including Charitable trusts and
BBEE trusts

• Compliance of trust structure
(including compliance of parties to the
structure/entity)

• Set up/establishment of new trusts

• Review of existing trust documents

• Drafting of wills

• Appointment as executor

• Winding up of deceased estates