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Provided by the South African National Department of Health
Fiduciary
and Tax
The global tax and fiduciary environment is ever-changing and complex. Our team of world-class experts stays up-to-date with this critical aspect of your wealth management across multiple jurisdictions – so you don’t have to.
We can assist you with structuring local and offshore trusts and international estate planning, exchange controls and tax matters. We also help to ensure the orderly transfer and preservation of your wealth for future generations.
Use our handy checklists to stay up-to-date with this critical aspect of your wealth management.
A local will may not be sufficient to cater for worldwide assets. To deal with complexities such as foreign inheritance taxes and probate issues, you may also need a separate offshore will.
Your last will and testament is one of the most important documents you’ll ever sign. It should be regularly reviewed, especially if legislation or your circumstances change.
The establishment of a discretionary trust, founded by you or one of your family members, is one way of protecting your legacy for generations to come.
We specialise in the formation and registration of trusts, including BEE, charitable, special and Shariah trusts. We ensure compliance with the most current regulatory and legislative requirements and provide independent trusteeships as well as trustee training.
We help facilitate the orderly transfer of your wealth to the next generation through global estate planning. This includes advice on complex structures, asset restructuring and bequests in foreign jurisdictions, as well as the administration of deceased estates in South Africa and abroad.
We provide advice on emigration and immigration, foreign earnings and the application of any double taxation agreements, as well as 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.
We offer expert advice on the establishment and management of charitable organisations, their tax status and tax-deductible donations.
Our fiduciary and tax team has a proud track record of meeting - and exceeding - our clients' expectations
AGA(SA), M Comm (International Tax), BComm, H Dip (Taxation Law), MTP (SA)
BComm LLB, H Dip Tax, H Dip Int Tax, CFP, TEP, FPS
LLB, LLM (Estate Planning), M Comm (SA & International Tax), CFP, MTP (SA)
B.Iuris, CFP®, National Diploma in Cost and Management Accounting, Advance Taxation Certificate, Post Graduate Diploma in Estates
Certificate in Archives and Records Management
Diploma (Internal Auditing), Certificate in Investment Analysis and Portfolio Management
Expert advice is crucial in dealing with cross-border estate and tax planning.
Stanley Broun has spent 13 years in Fiduciary And Tax.
Have a question for Stanley?
