Fidelis Vox | We discern what really matters to you

Our Services

We specialise in the following areas

Trusts

Our team at Fidelis Vox is dedicated to maintaining a comprehensive understanding of the latest compliance regulations and requirements to effectively manage risks associated with trusts. With over thirty years of experience, we have developed a wealth of knowledge and expertise in the field, making us the ideal choice to serve as the trusted independent trustee of your South African trust. Let us help you protect your assets and protect your legacy for future generations.

Deceased Estates

We understand that the process of administering a deceased estate can be emotionally challenging and overwhelming. Our team is committed to providing compassionate and professional support throughout this difficult time. We are always accessible and available to provide guidance and advice whenever needed. Our goal is to ensure that the estate administration process is as smooth and stress-free as possible for our clients. With our years of experience and expertise, we are well-equipped to navigate the complexities that may arise during the administration of the estate. Trust us to handle your loved one’s affairs with the utmost care and attention.

WILLS

Our team of experienced legal professionals will work closely with you to ensure that your wishes are clearly and effectively communicated in your will, considering all relevant legal and tax considerations. We provide solutions and implement strategies for complex estates that involve assets located in various jurisdictions and for family members residing abroad. We understand the complexities involved in managing a global estate and are committed to providing you with the guidance and support needed to protect your legacy and ensure that your loved ones are taken care of according to your wishes.

Family workshops

We conduct workshops for families, aiming to empower multiple generations with a comprehensive understanding of the family legacy. This includes delving into the mission, traditions, and core values that constitute the essence of the family identity and that the family is committed to both preserving and elevating.The workshops also shed light on the distinct roles that each family member plays in ensuring the longevity of this legacy across generations.Additionally, we work on documenting and implementing effective governance strategies, ensuring the protection of not only the family business but also the broader family legacy. Our goal is to provide a platform where families can come together, learn, communicate, and strategize, fostering unity and continuity as they navigate the complexities of intergenerational transitions.

As part of the process, we look at the structures needed to achieve these objectives and the changes to be made thereto, and then assist the family to develop a family charter which can be used in future in structuring, business, and investment decisions.

Trustee Training

A trustee holds a fiduciary position, which bears certain similarities to the role of a company director. In essence, a trustee is entrusted with managing assets for the ultimate benefit of others, known as the beneficiaries.Recognizing the weight of this responsibility is crucial, as the duty to fulfil this role comes with significant obligations. The obligations and responsibilities linked to being a trustee should not be underestimated or treated lightly.

A trustee is expected to possess a comprehensive understanding of legal, tax, and financial matters. Alternatively, they should ensure that one of their fellow co-trustees possesses such expertise. Alternatively, the Board of Trustees can enlist professionals to offer guidance in these domains, when necessary. It’s worth noting that in addition to statutory provisions, South Africa has witnessed a proliferation of court cases addressing trust-related matters. Recent updates in legislation and regulations have introduced rigorous compliance standards for all trustees. Failure to adhere to these mandates can result in substantial fines or even imprisonment for non-compliance.

Trustees need a solid grasp of critical components. This encompasses comprehending trust fundamentals, the specific clauses within trust deeds, the practical application of tax laws in trust scenarios, regulatory and legislative mandates for trusts, the pivotal role of the Master’s Office, and adherence to its Directives. Skilful discretion in trustee decisions is equally vital. Additionally, trustees must be well-versed in prescribed formalities and documentation maintenance. Gaining proficiency in these areas ensures effective and compliant trust management.

We assist trustees to understand the complexities of trusts, what is required of them, and what their duties and responsibilities are, so that they can confidently fulfil their fiduciary responsibility.

TAX AND EXCHANGE CONTROL ADVISORY SERVICES

Within the complexity of both domestic and international tax laws, our team provides customised, practical solutions to address our client’s specific needs. We offer bespoke advice tailored to each client’s circumstances.

Any cross-border advice implemented must be compliant with international standards and best practices, taking the OECD’s guidelines, FATF, CRS and FATCA into account.We aim to provide clients with advice to mitigate tax risks, potential pitfalls and assist to rectify non-compliance. Where needed, we coordinate our services with our global network for the best advice.

Maximising
Value-based
Family Legacy

We give you peace of mind and the freedom in knowing that we care.

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