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Not-for-profit services

  • Advise and assistance with the formation and registration of a public benefit organisation (PBO) which can take the form of a trust, a company (a not-for-profit company in terms of the Companies Act) or another association registered with the South African Revenue Service (SARS) in terms of Section 30(1) of the Income Tax Act, such as a recreational club, homeowners association, professional associations, etc.
  • Assistance with the registration of your non-profit organisation with the Department of Social Development
  • Review of and or assistance with drafting a constitution
  • Advise on the financial and operational structure of the organisation to conduct Public Benefit Activities (PBA’s) and apply for income tax exempt status
  • Assist with the application for tax registration and tax exemption status
  • Assist with the application for Section 18A donation tax certificate registration
  • Advice on trading activities that are tax exempt under certain specific parameters and which taxable business undertaking or trading activities can be conducted without compromising the tax exemption.

Structured finance, property structuring and financing applications

  • Review legal financing documents and advise on the tax implications
  • Review inter-company loan agreements and advise on the tax implications for the group
  • Tax implications using preference shares versus other ordinary shares when financing asset acquisitions including group restructuring
  • Advice on structuring business and property acquisitions and disposals in the most tax-efficient manner


  • Assisting you with calculating how much your business is worth
  • Assisting you with using successive valuations of your business to demonstrate growth and increased value over time
  • Valuation and structuring of intellectual property, intangible assets and products
  • Valuations, restructuring, mergers, amalgamations, acquisitions and disposals

Wealth planning and protection

  • Assisting you with estate planning and estate duty tax
  • Advising you on retirement planning, including succession planning for your business
  • Advising you on tax-efficient investing
  • Advising you on personal financial planning
  • Identifying business risks and advising on arranging business protection for your business (key man insurance, buy and sell insurance, etc)
  • Determining when you can afford to exit your business
  • Determining how to exit your business
  • Determining how to transfer your personal wealth into business wealth and vice versa, in the most tax-efficient manner possible
  • Advise and support through all the stages of the sale of your business

Wills and administration of estates and trusts

  • Advising you on how best to structure your will and business interests
  • Assisting you on estate planning, including succession planning for your business
  • Advice, review and assistance with drafting of your will
  • Advice, review and assistance with structuring your will to tie in with your trust
  • Acting as executor for a deceased estate and completing all the administration of the estate
  • Formation and managing the administration of a trust
  • Acting as an independent trustee on a trust
  • Assist you with the compliance of your trust with all laws and regulations
  • Completing accounting and tax services for your trust
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