Develop strategy

Regular updates of strategy

Identify planning opportunities

Identify risks (accrual reviews)

Management of risks

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

Income tax advisory (and compliance) - 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)

Tax due diligence reviews

International Structuring, Supply Chain Planning and Transaction Tax Advisory

Tax Residence Reviews

Permanent Establishment Analyses

Cross-border tax advice, withholding tax considerations and double taxation agreement analysis

Controlled Foreign Company Advisory and Compliance

Intra-group Transactions Advisory and Transfer Pricing Services, including:

- Formulation of transfer pricing policies and inter-company agreements

- Transfer pricing documentation, master and local les (covering all jurisdictions)

- Transfer pricing benchmarking memoranda

- Transfer pricing audits and dispute resolution

- Transfer pricing risk reviews

Mergers and Acquisitions - due diligence services (buy- & sell-side)

Expatriate Tax Advisory

Niche Tax and Exchange Control Emigration Advisory (see below)

Intellectual Property - cross-border tax and exchange control planning

Court Cases – expert witness

Exchange Control Advice and Compliance

Assistance with obtaining an AIT to facilitate Cross-Border Flow of Funds

Endorsement of Shares, non-resident

Loop Structure Advisory, and placing of Loop Structures on record with the SARB

Emigration and Immigration Services

Expatriate Advisory and Planning

Relocation – Emigration and Immigration services

Tax and Exchange Control Compliance

Interviews and Relationships with Wealth Creator and Family Members/Generations.

Design Legal Structure for Succession Plan

Design Family Governance Structure

Drafting of Wills

Appointment as Executor

Winding up of Deceased Estates

Professional / Independent Trusteeship

Management / Administration of Local Trusts including Charitable Trusts and B-BBEEE Trusts

Compliance of Trust Structure (including compliance of parties to the Structure/Entity)

Set Up / Establishment of New Trusts

Review of existing Trust Documents

Mergers and Acquisitions

Idea Generation and Asset Introductions to achieve Portfolio Growth and Diversification

Capital Raising

End-to-end Transactional Implementation and Support

Accounting Services; Bookkeeping | Capturing of Transactions

IFRS Advisory

Financial Statements; preparation | review | compilation reports

System Reviews and Implementation

Bespoke Structuring

Implementation

Project Management

Structure Maintenance