TRUSTS

Trusts remain a popular vehicle for asset protection, administration of investment and wealth creation. South Africans continue to register local trusts which often operate as property holding entities and with favourable estate duty implications for the founder.

Similarly, offshore trusts are also a popular mechanism for foreign investment. In this regard, low tax jurisdictions such as Guernsey, Jersey and Mauritius are ideal hosts for such trusts.

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Depending on your compliance needs, we can set-up, and help administer any vehicle or instrument that you may require, albeit local or foreign. Further to the above, any existing documentation specific to a trust shall be assessed from a tax and legal perspective, with particular focus on the Income Tax Act 58 of 1962, the Tax Administration Act 28 of 2011 and the Trusts Property Control Act 57 of 1988.

This may include assisting with vetting or sign-off of trust deeds, dealing with complex share structures and resultant agreements, sign-off on tax planning or compliance, accounting and related secretarial support services not offered by the bank. Where substandard tax advice has been provided on the workings of trusts, we provide advice for the correct structuring and compliance of these entities.

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HERE’S WHAT OUR CLIENTS HAVE TO SAY:

I definitely recommend Tax Consulting South Africa. They are professional, helpful and knowledgeable. I could not have got through the process without them. I really appreciate their 5 star service and I will be telling my friends and family about my excellent experience with them.

Nicole Howard

Excellent, efficient and professional service! Also, was well supported when dealing wit a sluggish financial institution to expedite the process. They went the extra mile – Thanks.

Werner Kaiser

Tax Consulting has been helping me with a serious problem that I had with SARS with my company. They have been truly excellent all round in terms of results, friendliness, swiftness of work, professionalism, pricing. We aren’t 100% complete yet, but thus far are getting great results. I would (and have already) recommend them to anyone for tax services, and in particular if you have a more complicated tax issue to resolve.

Andreas van Wyk

We found the premises to be well appointed and the staff to be professional, efficient and friendly.

Gugu Gumede

The service and the commitment to my case was well taken care of. Much appreciated.

Gerald Sealetsa

MEET OUR TRUSTS SPECIALISTS

Darren Britz
Partner and Head of Tax Legal
(Admitted Attorney of the High Court of South Africa)

Kimentha Pather
Team Lead: Operations & Processing

Colleen Danica Kaufmann
Legal Manager: Tax and Exchange Control
Admitted Attorney, LLB

Kindly note that our offices are closed between 25 December 2024 and 1 January 2025 and as such there will be a delay in our normal expeditious response times. Our teams are taking a short festive season break and will address your query upon their return on Thursday, 2 January 2025.