Our tax advisers have the knowledge, expertise and accreditations to help families secure their long-term financial future while helping them comply with tax rules relating to estates and inheritance.
Rigorous planning and regular reviews are at the heart of our approach – we leave no stone unturned in considering the full implications of your personal and business circumstances. Our services include:
We regularly deal with the administration of trusts (including cash sources, paying expenses, paying trustee costs and payments to beneficiaries), taxes, R185s for beneficiaries and trust planning. Where appropriate, we can act as trustees or executors.
For more information please contact your nearest Duncan & Toplis office.