About Us

The finalisation of a deceased estate holds unique challenges, especially where the SARS tax affairs of the deceased were not up to date or properly planned; high net worth estates; or simply complex deceased estates including international beneficiaries and complex structures. The executor is often caught in dealing with tax complexities outside their core areas of expertise and / or frustrating delays in process, whilst the beneficiaries are unable to understand the delays in finalising the estate.

Our typical clients are professional estate executors, attorneys, accountants or bankers who have the scars to show and knows that the SARS estate tax process requires a different skills set. We also assist where the executor is a family member or professional, who is unable to finalise an estate due to complexities with SARS and/or the taxes of the estate, deceased or beneficiaries.

Our services are unique in the market, being:

• 15 years of experience, 72 professional and no subcontracting of services.
• Dedicated estate tax team, includes admitted attorneys, chartered accountants and estate tax administrators – estate finalisation requires a multi-disciplinary team.
• Deeply experienced in working with SARS on a daily basis, know-how of SARS systems, requirements and processes for expedited conclusions.
• Cost-effective fixed fee solutions on less complex estates where expedited conclusions are required.