17Tax planning and structuring
Decisions taken before year end rather than explanations offered after it.
- Sole proprietor, company or trust structuring
- Remuneration and dividend mix
- Provisional tax forecasting
- Capital gains and exit planning
What you getYour tax position is decided in advance rather than discovered in an assessment.
18Individual tax
Auto assessments checked before you accept them, and returns filed properly.
- ITR12 preparation and submission
- Rental, travel and home office claims
- Tax clearance and foreign investment allowance
- SARS verifications and audits
What you getYou claim what you are actually entitled to, instead of accepting what SARS assumed.
19Trusts
Ongoing compliance for family trusts, handled with the discretion it calls for.
- Trust income tax returns
- Beneficiary distributions and IT3(t)
- Trustee resolutions and minute books
- Annual trust financial statements
What you getYour trustees stay covered, and the trust does not come undone over a filing nobody remembered.
20Estates
Support for executors and families through a process that is rarely quick.
- Estate late income tax returns
- Liaison with the executor and Master's Office
- Asset and liability schedules
- Estate duty calculations
What you getThe family gets clear answers at the moment they least want an argument about paperwork.
