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Fiduciary and Tax Services

We provide expert advice on local and offshore fiduciary and tax matters.

As a high net worth individual your tax and fiduciary needs can be complex and hard to manage without help. Our world-class team of fiduciary and tax experts can offer you integrated advice on local and offshore fiduciary and tax matters, including trusts, estate planning, structuring, wills and executorships. We stay up to date with the changing tax and fiduciary laws so you don't have to. Our team can resolve any question you may have about your fiduciary and tax matters, including:

  • I need to update my will because my money matters and circumstances have changed - how do I do this?
  • How do I set up a trust to help me plan my estate?
  • I'm getting married / having a baby / getting divorced - what are all the financial implications that I should consider?
  • What are the tax implications of donating money to a charity?
  • Why is it important to appoint an independent trustee?

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

Common Questions

  • Do I need an independent trustee on a South African Trust, and if so, why?
  • Do I deal with trust assets as if they are my own?
  • I want to emigrate but I’m worried about the exchange control and tax implications. What are they?
  • What could my tax implications and obligations be if I have an American passport or green card and I am a trustee or beneficiary of a South African or any non US trust?
  • I am a South African resident taxpayer and I have foreign assets – what would the SA and/or foreign tax implications be on my death?
  • Are there any tax implications for me as a South African resident taxpayer in South Africa if I transfer any funds into an offshore trust?
  • Is my South African Will sufficient to deal with all my foreign assets as I believe the rules of certain offshore jurisdictions may disregard the provisions in my Will?
  • I have set up a South African or offshore trust. Is there any need for me to review my Last Will and Testament in the light thereof?

Latest Developments:

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.

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