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The formation and registration of trusts, and the provision of independent trusteeships – both local and offshore.

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The creation of BEE, charitable, special and Shariah trusts compliant with regulatory and legislative requirements.

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The administration of deceased estates in South Africa and abroad.

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Advice on complex structures, asset restructuring and bequests in foreign jurisdictions.

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Advice on emigration and immigration, foreign earnings and the application of any double taxation agreements.

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Updating trust deeds to ensure they’re in line with the latest changes in the trust environment.

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Updating and/or drafting of wills dealing with South African and/or foreign assets.

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Advice on the establishment and management of charitable organisations, their tax status and tax deductible donations.

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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.

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Guidance on the financial implications of life-changing events, such as getting married, divorce or the birth of a child.


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Our fiduciary and tax team has a proud track record of meeting - and exceeding - our clients' expectations

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