The necessity to ensure the correct accounting, taxation and administration of a client's estate plan and accompanying structuring demands a dedicated team of professionals that works closely with all stakeholders to execute the plan and correctly account for all aspects of the client estate and assets and the accurate reporting thereof.

In PH Tax & Accounting, our leading Tax and Accounting Team provides comprehensive accounting and taxation services to clients in respect of their onshore and offshore investment trusts and companies, including data capturing, financial statement compilation, 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 onshore and offshore trusts and companies.

The Tax and Accounting Team aligns closely with our Estate Planning and Trust Office Teams to ensure alignment with the estate planning and structuring of a client’s estate (onshore and offshore) as well as independent trusteeships and beneficial ownership reporting by client trusts and companies.