FIDUCIARY

SERVICES

Through our affiliate within the Sanlam Group, the team of world-class experts apply superior knowledge and meticulous attention to detail when approaching the ever-changing and complex global fiduciary environment in offering the following services:

  • The formation and registration of trusts;
  • Providing independent trusteeships;
  • Advice on complex structures, asset restructuring and bequests in foreign jurisdictions;
  • Advice on emigration and immigration, foreign earnings and the application of any double taxation agreements and other taxations issues;
  • Advice on corporate restructuring and amalgamation transactions;
  • Updating trust deeds to ensure that they are consistent with the most recent requirements;
  • Updating of wills; and
  • Advice on the establishment and management of charitable
    organisations, their exempt tax status and tax deductible donations.
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