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High net worth

For high net worth clients, the focus on effective and sensible tax planning has never been greater. To respond to the ever-increasing complexity of client’s affairs, Revenue authorities in South Africa and around the world are working more closely to respond to these new challenges, faced with these challenges it becomes ever more important to receive up-to-date pro-active advice to ensure you are managing your affairs as efficiently as possible, to protect your wealth for you and your family.

We aim to be a one stop shop for high net worth client’s requirements and have specialists who advise on all aspects of personal tax planning including:

  • tax efficient structuring of your businesses, including consideration profit extraction, inheritance tax protection and capital gains tax mitigation
  • family wealth structuring using trust, partnership and corporate holding vehicles
  • structuring for private equity interests
  • non-domicile and residence planning
  • matrimonial tax planning
  • tax investigations and disputes, including managing interactions with SARS
  • complex personal tax return compliance for high net worth clients
  • domestic payroll issues
  • wealth management including pension and tax efficient investing