Private Clients

Any effective wealth or financial strategy must consider the impact of taxes.We offer a combination of sophisticated tax planning, consulting and compliance services with our signature high level of personal attention.Gaining an understanding of your unique needs allows us to focus on uncovering opportunities for tax savings so that you can concentrate on building, protecting, and preserving your wealth.

We advise clients and assist with:

  • tax compliance and tax management
  • SARS tax audits/investigations/lifestyle audits
  • philanthropy planning
  • cross border planning – immigration or emigration
  • exchange control
  • estate and trust planning
  • estate administration
  • establishing trusts
  • administration, preparation of annual accounts and tax returnsof estates and trusts
  • advice to beneficiaries and trustees