Our team of experts have 28 years of experience in the fiduciary and tax advisory field. Different approaches are available and possible in the team with Marteen being legally qualified and a CA(SA), being able to review matters and provide solutions from both a legal and financial perspective.
A fresh and updated legal viewpoint is being offered by Tamryn as being the younger generation on clients’ matters, bringing amongst others her international experience and education at the summer law school in Austria to the table.
A trust is a three-party fiduciary relationship in which the first party, the trustor or settlor, transfers property upon the second party for the benefit of the third party, the beneficiary.
A deceased estate comes into existence on a person’s death and comprises of his/her assets in own name to be dealt with in terms of a Last Will and Testament.Estate Planning Documents and Information
A will or testament is a legal document that expresses a person's directions as to how their assets are to be distributed after their death and by whom and how these assets are to be administered until its final distribution.
We offer family workshops to formulate a family charter and to identify each family member’s optimal role in a family business or family legacy planning.
Our trust specialist team provides training to prospective trustees, the next generation of trustees, trustees on employee incentive trusts, trustees on trusts which are public benefit organisations, and trustees in office on family trusts.
Accounting and tax compliance
We make use of preferred service providers that offer monthly accounting to ensure that your financial and tax affairs are always up to date.
Offshore trusts and structures, and offshore advice
We facilitate specialist offshore advice and structuring with our offshore partners and the international tax specialists that we work with to ensure that your offshore needs are met. We work very closely with our said partners to ensure that the international advice and structures are suitable for you and that there is a seamless integration thereof with your estate plan.