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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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...
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...
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...
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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?
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?
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?
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?
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?
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?
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...
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?
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?
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?
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?