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We can assist you with:

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

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

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.

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

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

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

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.

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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