Legal and administration services

Administration and the winding-up of deceased estates
Advising on charitable bequests, succession planning and registration of public benefit organisations
Advisory and formulation of wills for various jurisdictions
Comprehensive estate and succession planning (onshore and offshore)
Consultancy services for organisations, executors, trustees, claimants and beneficiaries
Curatorship applications (where a person is no longer able to manage their own financial affairs or make informed decisions)
Dispute resolution, alternative dispute resolution and litigation services for contentious matters
Trust law advice, including formation of offshore trusts, local trusts and review of existing trust deeds
Wealth management advice, family governance advisory and philanthropic advisory
International (cross-border) probate services

Tax services

Tax advice for high net worth individuals who want to grow their personal wealth and/or plan for future generations
Tax advice for private clients in their country of residence and jurisdiction of offshore trusts or assets
Tax advice for private clients in respect of foreign income and assets, including the impact of any applicable double tax treaty
Tax advice in respect of funding and distributions from offshore trusts and foundations
Tax compliance services: the full spectrum of compliance-related personal tax services for individuals, estates, heirs in estates and beneficiaries of trusts, including tax filings with the South African Revenue Service (SARS) and disclosure of previously undisclosed funds to SARS
Establishment and implementation of structures in various jurisdictions for businesses for the purpose of expanding their international operations
Advice on the implementation of the Common Reporting Standard (CRS), which is an information standard for the Organisation for Economic Co-operation and Development’s (OECD) Automatic Exchange of Information (AEOI) regarding bank accounts on a global level between tax authorities
Tax litigation and dispute resolution
Exchange control assistance: remittances of income and capital abroad arising from trust distributions, inheritances and the use of single discretionary allowance and foreign investment allowance, obtaining approvals and consent from the exchange control authorities, assisting with emigration applications, tax clearance certificates and regularising previously undisclosed funds

Emigration and immigration services

Emigration and immigration: planning for tax and exchange control purposes, including tax residence and capital gains tax advice, approvals from SARS and the exchange control authorities, and tax compliance obligations
Temporary and permanent residence visas: residence applications, applications for waiver of regulatory requirements and civic affairs matters (including citizenship status determination, resumption of citizenship status and naturalisation)