Individual, Trust and Estate Tax

Individual, Trust and Estate Tax

Our team has a wealth of experience in attending to our individual, trust and estate clients’ taxation requirements.

Through many years of committed service, we have built a valued professional relationship with our clients which allows the client comfort and security in knowing the continuity of the team members, the quality of advice and service.

Partner and director involvement with the team and clients is the way we do business. Living the BDOs excellent service promise, clients are welcome and indeed encouraged to contact the partner and director at any time.

We pride ourselves on the fact that we can through collaboration with BDO Wealth and other BDO TAX services lines offer to our clients a ‘one-stop’ advisory and compliance service which will cater to the high net-worth family as well as the younger generation starting their working careers.

BDOs global network allows us to seamlessly collaborate with colleagues worldwide in order to bring to our clients a combined expertise to address any international enquiry.

As tax practitioners we have developed a robust working relationship with the Commissioner for the South African Revenue Service (SARS). We are recognised as a leading tax practitioner firm which allows us easier access to SARS.

We can gladly assist with the following:

  • High net worth individuals and families
  • Tax planning
  • Estate planning
  • Consulting
  • Compliance services for individuals, trusts and deceased estates which includes, -
    • Tax return completion and submission
    • Dispute resolution
    • Foreign investment allowance tax clearance certificates
    • Good standing tax clearance certificates
    • Residency certificates