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Fiduciary and Tax

We stay up to date with the ever-changing global tax and fiduciary environment so you don’t have to.

Our world-class team can offer you integrated advice on complex local and offshore fiduciary and tax matters. Working with your personal wealth manager, they can assist you with structuring local and offshore trusts and international estate planning, exchange controls and tax matters across jurisdictions.

We also help to ensure the orderly transfer and preservation of your wealth for future generations. Besides facilitating family indabas to discuss the 'nuts and bolts' of securing your family legacy, we offer a trustee training programme to help trustees fulfill their legal obligations in what has become a highly complex regulatory environment.

Our expert team can assist you with:

  • The formation and registration of trusts – and providing independent trusteeships – both local and offshore
  • The administration of deceased estates in South Africa and abroad
  • Advice on complex structures, asset restructuring and bequests in foreign jurisdictions
  • Advice on emigration and immigration, foreign earnings and the application of any double taxation agreements
  • Advice on corporate restructuring and amalgamation transactions
  • Advice on the potential tax consequences and reporting obligations if you hold a US passport or green card, or if you have children living in the US.

Fiduciary and Tax Services Team

Marteen Michau

Marteen Michau

​Industry Experience: 22 years

Anton Maskowitz

Anton Maskowitz

​Industry Experience: 19 years​

Carien Strauss

Carien Strauss

Industry Experience: 2 years​​​

Kenrick Newport

Kenrick Newport

RFP Wealth Management and Estate Planning

​Industry Experience: 6 years

Safeera Kajee

Safeera Kajee

​Industry Experience: 8 years

Stanley Broun

Stanley Broun

​Industry Experience: 4 years

Would you like to know more about our fiduciary and tax service?

Complete the form on the right and one of our
specialists will contact you.

Sanlam Life Insurance is a licensed financial service provider.
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