Private Client and Trust Tax
Introduction
We work with high-net-worth individuals, families, and trustees to manage complex tax and estate requirements with care and precision.
Our team provides expert guidance on trust compliance, estate and donations tax, and wealth structuring to help you protect assets, preserve value, and ensure tax efficiency across generations.
Our Approach
Our Approach
Private client and trust tax planning requires a balance of compliance, foresight, and discretion.
We help clients manage both day-to-day obligations and long-term objectives in a way that is sustainable and transparent.
Tailored to family, business, and investment circumstances
Combining advisory and compliance for complete oversight
Focused on safeguarding wealth and ensuring continuity
Coordinated with our tax, accounting, and advisory specialists
Trust Tax Administration and Compliance
Trust Tax Administration and Compliance
Ensuring that trusts remain compliant, efficient, and correctly structured for their intended purpose.
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Annual and provisional tax return preparation and submission
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SARS registration, recordkeeping, and tax status management
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Distribution and beneficiary tax calculations
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Assistance with trust deed reviews and restructuring
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Estate and Succession Planning
Comprehensive estate planning to preserve and transfer wealth efficiently.
- Estate duty, CGT, and donations tax planning
- Preparation of estate plans aligned with wills and trusts
- Analysis of liquidity to meet estate duty obligations
- Coordination with executors, attorneys, and fiduciary specialists
Tax Planning for High-Net-Worth Individuals
Tax Planning for High-Net-Worth Individuals
Personalised tax advice for individuals with complex or international financial interests.
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Optimisation of income, capital gains, and investment returns
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Structuring of remuneration, share schemes, and investment portfolios
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Planning for expatriates, South African residents, and returning residents
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Coordination of local and offshore compliance
Offshore Structuring and Reporting
Offshore Structuring and Reporting
Guidance for clients with international assets and cross-border structures.
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Review and rationalisation of offshore entities and trusts
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Compliance with exchange control, CRS, and FATCA requirements
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Integration of offshore investments into local tax and estate frameworks
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Coordination with Moore’s global network for multi-jurisdictional advice
Why Moore South Africa
Our Private Client and Trust Tax team combines technical accuracy with discretion and empathy. We understand that managing wealth and succession is as much about people as it is about structures.
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Partner-led advisory
Partner-led advisory with consistent national oversight.
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Integrated services
Integrated services spanning tax, accounting, and fiduciary expertise.
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Experience across generations
Experience across generations in family business and private wealth contexts.
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Global insight
Global insight to support clients with international assets or beneficiaries.
Additional Services
Get in touch
Our specialists help individuals, trustees, and families plan for the future with confidence and clarity.
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