Forvis Mazars' comprehensive range of Trusts, Retirement and Estate Planning tax services enable you to plan for retirement while ensuring that you pass on your assets in a tax efficient manner.
We can also help you with establishing a trust: from financing your retirement to covering education costs, a wedding, or simply assigning your capital to a chosen recipient.
Our Trusts and Estates Team can help you with:
- establishing trusts while considering issues like capital gains tax, estate duty and income tax
- trust planning: from private company shares to multi-million rand trusts
- administration, preparing annual accounts and tax returns
- advice to beneficiaries and trustees on tax issues that arise when they receive a trust’s income or assets
- preparation of a will, acting as executor where required
- advice for executors on tax issues
- administering an estate and the collection and distribution of assets
- advice on funding estate duty
- preparing annual accounts and tax returns