Fiduciary Services

We provide fiduciary services to clients through Phatshoane Henney Fiduciary Services. Phatshoane Henney Fiduciary Services is a private company providing specialised accounting and tax services for local and offshore investment structures, the administration of deceased estates both locally and offshore, as well as local trust administration services including acting as professional and corporate trustees for South African trust clients. 

The Fiduciary Services Team works closely with our Estate Planning Team to provide a total solution and seamless experience for private clients in respect of their estate planning for both local as well as off-shore assets. The unrivaled expertise of the team provides comfort that estate planning and the all important administration thereof is executed perfectly in accordance with the wishes of the client.

Featured Fiduciary Services

Administration of Estates

Administration of deceased estates, include advice and guidance, holding of executorships, preparation of all documentation for submission to the Master of the High Court, preparation of agr...

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Corporate Trusteeship

The holding of independent corporate trusteeships on inter vivos and testamentary trusts for the local trusts of South African clients as well as broad-based and employee ownership schemes v...

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Fiduciary Accounting and Tax Compliance

Comprehensive accounting and taxation compliance support services in respect of local and offshore investment trusts and companies by Phatshoane Henney Fiduciary Services, including data cap...

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Wills and Trusts

Advice and guidance in respect of the drafting and execution of a will, planning and formation of a family / business / testamentary trust, taxation, compliance and fiduciary aspects, regist...

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Administration of Estates

Administration of deceased estates, include advice and guidance, holding of executorships, preparation of all documentation for submission to the Master of the High Court, preparation of agreements, management of estate assets and liabilities, and all related aspects to ensure a successful administration of a deceased estate. Our Administration of deceased estates includes South African estates and international deceased estates.

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Corporate Trusteeship

The holding of independent corporate trusteeships on inter vivos and testamentary trusts for the local trusts of South African clients as well as broad-based and employee ownership schemes via representatives of Phatshoane Henney Fiduciary Services, including all related fiduciary and administrative aspects relating to trust management and execution of the role of independent corporate trustee.

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Fiduciary Accounting and Tax Compliance

Comprehensive accounting and taxation compliance support services in respect of local and offshore investment trusts and companies by Phatshoane Henney Fiduciary Services, including data capturing, financial statement compilation, financial statement independent reviews, tax calculations, tax submissions to the South African Revenue Services and the Companies and Intellectual Property Commission as well as personal tax calculations and tax submissions for individuals and local beneficiaries or shareholders of offshore trusts and companies.

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Wills and Trusts

Advice and guidance in respect of the drafting and execution of a will, planning and formation of a family / business / testamentary trust, taxation, compliance and fiduciary aspects, registration of trusts and safe storage of wills.

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Make an appointment with us today

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Our Fiduciary Team

Our Fiduciary Team

 

Tanya Strauss

Director

Tanya is a Director of Phatshoane Henney Fidiciary Services (Pty) Ltd, specialising in financial statement reporting, tax and fiduciary services for her wealth management clients. Her aim is to partner with private wealth management companies to service high net worth trust customers, providing tailor-made accounting and fiduciary services and tax efficient solutions for all their domestic and offshore investment entities.

Sandton
tanya@phinc.co.za
083 979 6946
011 217 4818
083 979 6946
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Johnny Davis

Senior Associate

Johnny is a Senior Associate in the Commercial Practice Group at the firm's Sandton branch, where he focuses on providing corporate, commercial, business, taxation and estate planning related services to clients. He is also experienced in legal matters pertaining to trusts, wills and the administration of estates.

Sandton
johnny@phinc.co.za
011 217 4810
071 605 5076
Show more
 

Steyn Strauss

Consultant

Steyn is a Consultant in the Commercial Practice Group, specialising in all aspects of corporate, commercial and tax law. He enjoys assisting clients in resolving difficult tax issues, tax planning and corporate structuring and has a passion for project driven mergers and acquisitions.

Sandton
steyn@phinc.co.za
011 217 4810
086 619 3454
082 463 8061
Show more
 

Elsabé Liebenberg

Financial Accountant

Elsabé is a Financial Accountant at Phatshoane Henney Fiduciary Services (Pty) Ltd in Sandton where she focuses on trust accounting, taxation, estate planning and fiduciary services. She is skilled in providing high net worth trust customers with tax efficient solutions.

Sandton
elsabel@phinc.co.za
084 661 9551
Show more
 

Mandri Breitenbach

Financial Accountant

Mandri is a Financial Accountant at Phatshoane Henney Fiduciary Services (Pty) Ltd where she focuses on trust accounting, taxation, estate planning and fiduciary services. She has a passion to assist her clients with accounting and tax matters by focusing on the client’s needs while making sure that they comply with all the relevant taxation laws and regulations.  

Bloemfontein
mandri@phinc.co.za
072 529 3964
072 529 3964
Show more
 

Tebello Setleko

Paralegal

Tebello is a Paralegal in the Phatshoane Henney Fiduciary Services team where she assists with estate administration services as well as compliance support in respect of aspects such as FICA and POPIA. 

Bloemfontein
tebello@phinc.co.za
051 400 4008
061 399 7425
Show more
 

Nanette Janse van Rensburg

Practice Manager

Nanette is the Practice Manager of the Commercial Practice Group. She specialises in commercial law and estate planning, with a passion for the drafting of wills and setting up trusts in order to ensure that her clients’ personal matters are in order and their assets protected.

Bloemfontein
nanette@phinc.co.za
051 400 4181
051 400 4161
082 551 1234
Show more
 

Andrina Van der Merwe

Tax Consultant

Andrina is a Tax Consultant at Phatshoane Henney Fiduciary Services (Pty) Ltd where she assists a wide variety of clients with their taxation matters in respect of their personal and trust estates.

Sandton
Babs@phinc.co.za
051 400 4053
084 512 9750
Show more
 

Annelize van der Bank

Estate Administrator

Annelize is a senior and experienced deceased estates administrator and heads up the estates department of Phatshoane Henney Fiduciary Services. Annelize specialises in the administration of deceased estates and estate planning, and approaches her work with professionalism and compassion and understanding  for her clients.

Bloemfontein
annelize@phinc.co.za
051 400 4043
084 358 1469
Show more

Tanya Strauss

Director

Tanya is a Director of Phatshoane Henney Fidiciary Services (Pty) Ltd, specialising in financial statement reporting, tax and fiduciary services for her wealth management clients. Her aim is to partner with private wealth management companies to service high net worth trust customers, providing tailor-made accounting and fiduciary services and tax efficient solutions for all their domestic and offshore investment entities.

Sandton
tanya@phinc.co.za
083 979 6946
011 217 4818
083 979 6946
Show more

Johnny Davis

Senior Associate

Johnny is a Senior Associate in the Commercial Practice Group at the firm's Sandton branch, where he focuses on providing corporate, commercial, business, taxation and estate planning related services to clients. He is also experienced in legal matters pertaining to trusts, wills and the administration of estates.

Sandton
johnny@phinc.co.za
011 217 4810
071 605 5076
Show more

Steyn Strauss

Consultant

Steyn is a Consultant in the Commercial Practice Group, specialising in all aspects of corporate, commercial and tax law. He enjoys assisting clients in resolving difficult tax issues, tax planning and corporate structuring and has a passion for project driven mergers and acquisitions.

Sandton
steyn@phinc.co.za
011 217 4810
086 619 3454
082 463 8061
Show more

Elsabé Liebenberg

Financial Accountant

Elsabé is a Financial Accountant at Phatshoane Henney Fiduciary Services (Pty) Ltd in Sandton where she focuses on trust accounting, taxation, estate planning and fiduciary services. She is skilled in providing high net worth trust customers with tax efficient solutions.

Sandton
elsabel@phinc.co.za
084 661 9551
Show more

Mandri Breitenbach

Financial Accountant

Mandri is a Financial Accountant at Phatshoane Henney Fiduciary Services (Pty) Ltd where she focuses on trust accounting, taxation, estate planning and fiduciary services. She has a passion to assist her clients with accounting and tax matters by focusing on the client’s needs while making sure that they comply with all the relevant taxation laws and regulations.  

Bloemfontein
mandri@phinc.co.za
072 529 3964
072 529 3964
Show more

Tebello Setleko

Paralegal

Tebello is a Paralegal in the Phatshoane Henney Fiduciary Services team where she assists with estate administration services as well as compliance support in respect of aspects such as FICA and POPIA. 

Bloemfontein
tebello@phinc.co.za
051 400 4008
061 399 7425
Show more

Nanette Janse van Rensburg

Practice Manager

Nanette is the Practice Manager of the Commercial Practice Group. She specialises in commercial law and estate planning, with a passion for the drafting of wills and setting up trusts in order to ensure that her clients’ personal matters are in order and their assets protected.

Bloemfontein
nanette@phinc.co.za
051 400 4181
051 400 4161
082 551 1234
Show more

Andrina Van der Merwe

Tax Consultant

Andrina is a Tax Consultant at Phatshoane Henney Fiduciary Services (Pty) Ltd where she assists a wide variety of clients with their taxation matters in respect of their personal and trust estates.

Sandton
Babs@phinc.co.za
051 400 4053
084 512 9750
Show more

Annelize van der Bank

Estate Administrator

Annelize is a senior and experienced deceased estates administrator and heads up the estates department of Phatshoane Henney Fiduciary Services. Annelize specialises in the administration of deceased estates and estate planning, and approaches her work with professionalism and compassion and understanding  for her clients.

Bloemfontein
annelize@phinc.co.za
051 400 4043
084 358 1469
Show more

Proper estate planning = peace of mind

Insights

How should co-executors of a deceased estate act?

14 December 2021

My mother and I have been appointed as co-executors of my late father’s estate. My mother wants to sell our family home, but I don’t want to. She has however gone ahead and signed a sale agreement without my consent. Can she do this and sell the house without my approval?

Show more
READ MORE
175
Article

Is a copy of a will valid?

12 October 2021

Both my parents recently passed away in a car accident. My father shortly before his death mentioned to me that they recently had a new joint will drawn up. I’ve searched everywhere for the will and can only locate a copy of the signed will. Even their attorney does not have the original will. Can this copy be accepted as the valid will of my parents?

Show more
READ MORE
179
Article

Can adopted children benefit from a family trust?

14 June 2021,  Elani van Coller

Sometime before his death, my father established a family trust which contained properties that were rented out to generate income for my mother. In accordance with the trust deed however, once my mother dies, the income from the properties would go to the children of my mother and father. I have an adopted brother and 2 biological sisters. There is now a debate as to whether my adopted brother also qualifies to benefit from the family trust. What is the legal position?

Show more
READ MORE
172
Article

Can an email qualify as a last will?

14 June 2021,  Millisanté de Wee

My aunt recently passed away suddenly due to Covid-19. In the hunt for her will, it transpired that she had sent an email to her attorney in which she had asked for amendments to be made to her will and for some of the beneficiaries to be removed. The attorney confirmed that he had not had opportunity to draft a new will before my aunt passed. Can her email be seen as her valid last wishes?

Show more
READ MORE
168
Article

Can a testator rule from the grave?

16 March 2021,  Johnny Davis

I was recently appointed as the executor of a deceased estate of a family member. The provisions of the deceased’s last will and testament are very strict and every bequest is subject to some form of condition. Do I have to adhere to the provisions of the last will and testament or did the deceased exceed his right to rule from the grave? 

Show more
READ MORE
176
Article

Good news for offshore structures

16 March 2021,  Candice Reynders

I noted an article the other day that referred to tax restrictions for loop structures. What is a loop structure and how have restrictions been reduced?

Show more
READ MORE
181
Article

Who can inherit from a child’s estate?

10 February 2021,  Natalie Steenkamp

I have a friend who has been looking after her grandson since birth when her daughter just walked out on the child after he was born with deformities. My friend managed to obtain a settlement with the hospital for negligence during the birth and now takes care of the child using the money from the settlement. The child is very sick and may not have much time left with the biological mother suddenly making an appearance to try and claim the remainder of the settlement money. Surely my friend is e...

Show more
READ MORE
187
Article

Can I keep my grandfather’s rifle?

12 October 2020,  Millisanté de Wee

My grandfather recently passed away and left me his hunting rifle. I’m not sure if I want to keep it, but would like to weigh my options. How does it work? Must I take the rifle?

Show more
READ MORE
185
Article

Are shares excluded from my estate’s accrual?

16 October 2019,  Brady Mac Pherson

I’m married out of community with the accrual system. I specifically excluded my share portfolio from my accrual in the antenuptial contract when we got married. Recently when reviewing my estate planning the question came up whether new shares that I acquired after we got married was also excluded for purposes of an accrual calculation. What is the position here?

Show more
READ MORE
133
Article

Do trusts still have a role to play in estate planning?

16 October 2019,  Nanette Janse van Rensburg

My wife is pregnant with our first child and I am considering whether to set up a family trust for estate planning purposes. Lately however I have read negative commentary about using trusts, particularly anti-avoidance tax legislation aimed at trusts. I don’t want to start a family trust if it’s not going to be beneficial. What advice do you have in this regard?

Show more
READ MORE
140
Article

Who inherits the estate - the new wife or the ex?

16 October 2019,  Johnny Davis

My husband has just passed away. We were married in community of property. It has however now transpired that his will still determines that his ex-wife is the sole heir of his estate. Where does this leave me, and does she have a right to his whole estate?

Show more
READ MORE
148
Article

How should co-executors of a deceased estate act?

14 December 2021

My mother and I have been appointed as co-executors of my late father’s estate. My mother wants to sell our family home, but I don’t want to. She has however gone ahead and signed a sale agreement without my consent. Can she do this and sell the house without my approval?

Show more
READ MORE
175
Article

Is a copy of a will valid?

12 October 2021

Both my parents recently passed away in a car accident. My father shortly before his death mentioned to me that they recently had a new joint will drawn up. I’ve searched everywhere for the will and can only locate a copy of the signed will. Even their attorney does not have the original will. Can this copy be accepted as the valid will of my parents?

Show more
READ MORE
179
Article

Can adopted children benefit from a family trust?

14 June 2021,  Elani van Coller

Sometime before his death, my father established a family trust which contained properties that were rented out to generate income for my mother. In accordance with the trust deed however, once my mother dies, the income from the properties would go to the children of my mother and father. I have an adopted brother and 2 biological sisters. There is now a debate as to whether my adopted brother also qualifies to benefit from the family trust. What is the legal position?

Show more
READ MORE
172
Article

Can an email qualify as a last will?

14 June 2021,  Millisanté de Wee

My aunt recently passed away suddenly due to Covid-19. In the hunt for her will, it transpired that she had sent an email to her attorney in which she had asked for amendments to be made to her will and for some of the beneficiaries to be removed. The attorney confirmed that he had not had opportunity to draft a new will before my aunt passed. Can her email be seen as her valid last wishes?

Show more
READ MORE
168
Article

Can a testator rule from the grave?

16 March 2021,  Johnny Davis

I was recently appointed as the executor of a deceased estate of a family member. The provisions of the deceased’s last will and testament are very strict and every bequest is subject to some form of condition. Do I have to adhere to the provisions of the last will and testament or did the deceased exceed his right to rule from the grave? 

Show more
READ MORE
176
Article

Good news for offshore structures

16 March 2021,  Candice Reynders

I noted an article the other day that referred to tax restrictions for loop structures. What is a loop structure and how have restrictions been reduced?

Show more
READ MORE
181
Article

Who can inherit from a child’s estate?

10 February 2021,  Natalie Steenkamp

I have a friend who has been looking after her grandson since birth when her daughter just walked out on the child after he was born with deformities. My friend managed to obtain a settlement with the hospital for negligence during the birth and now takes care of the child using the money from the settlement. The child is very sick and may not have much time left with the biological mother suddenly making an appearance to try and claim the remainder of the settlement money. Surely my friend is e...

Show more
READ MORE
187
Article

Can I keep my grandfather’s rifle?

12 October 2020,  Millisanté de Wee

My grandfather recently passed away and left me his hunting rifle. I’m not sure if I want to keep it, but would like to weigh my options. How does it work? Must I take the rifle?

Show more
READ MORE
185
Article

Are shares excluded from my estate’s accrual?

16 October 2019,  Brady Mac Pherson

I’m married out of community with the accrual system. I specifically excluded my share portfolio from my accrual in the antenuptial contract when we got married. Recently when reviewing my estate planning the question came up whether new shares that I acquired after we got married was also excluded for purposes of an accrual calculation. What is the position here?

Show more
READ MORE
133
Article

Do trusts still have a role to play in estate planning?

16 October 2019,  Nanette Janse van Rensburg

My wife is pregnant with our first child and I am considering whether to set up a family trust for estate planning purposes. Lately however I have read negative commentary about using trusts, particularly anti-avoidance tax legislation aimed at trusts. I don’t want to start a family trust if it’s not going to be beneficial. What advice do you have in this regard?

Show more
READ MORE
140
Article

Who inherits the estate - the new wife or the ex?

16 October 2019,  Johnny Davis

My husband has just passed away. We were married in community of property. It has however now transpired that his will still determines that his ex-wife is the sole heir of his estate. Where does this leave me, and does she have a right to his whole estate?

Show more
READ MORE
148
Article