Business Advisory Services focusses on the success and growth of a business. Our Team of Advisors are a hybrid make up of business coaches, mentors, financial advisors and accountants. Examining both previous and current trends, and combining them with forecasts, our Advisors conduct an in-depth analysis into our Clients’ businesses.

As times become more challenging and with unfavourable economic conditions, businesses need to be street-smart, creative and forward thinking. Our team provides a deep understanding and extensive industry experience to assist our Clients in addressing business issues that goes beyond traditional day-to-day operations.

  • Preparing Monthly Management Accounts
  • VAT Calculation and submission
  • Reconciling General Ledger Accounts
  • Preparing Annual Financial Statements
  • EMP501 recons
  • Issuing IRP5 Certificates
  • Workmen’s Compensation Annual return
  • Submission of tax returns
  • Provisional tax workings and submission
  • Tax planning
  • VAT and PAYE registrations
  • Income tax registrations
  • Tax clearance certificates
  • Tax directive applications for commission earners
  • Company Registrations
  • CIPC Annual Returns
  • Share Certificates
Financial Management
  • Profitability Analysis
  • Liquidity Analysis
  • Solvency analysis
  • Working Capital analysis
Estate Planning & Wills

Estate Planning involved the drafting of documents and processes to be followed upon your death in an effort to ensure your loved ones are taken care of. Estate Planning is crucial if you are married, have been married, have children and/or support inidividuals financially.  It allows for the protection of your loved ones from legal hassles and financial uncertainty after your death.

Planning your estate allows you to restructure your finances and assets in a way that ensures the relevant duties are minimised; that there is sufficient liquidity to meet your estate’s financial obligations upon death and ultimately, that any inheritances are sufficiently distributed or protected for your beneficiaries.

Will Drafting

Drafting a Will allows you to stipulate how the assets accumulated during your lifetime would be distributed upon your death. It enables you to select who gets what and also allows you to choose the executor of your estate. But above all, it represents financial peace of mind to those you leave behind.

Trusts & Trust Administration

Use of Trusts
Trusts remain a very useful estate planning tool, if set up and managed properly. We assist you in the administration of trusts from structuring and formation to auditing and taxation of family, business or even special purpose trusts.
The unique feature of a trust is the separation of legal and beneficial ownership. This means that different legal personae hold the legal obligation to manage assets to those who are entitled to benefit from the assets. It is this unique feature that many financial intermediaries and their clients overlook, but which gives rise to the benefits that can facilitate a customer’s estate planning and succession wishes.

Benefits of Trusts

Whilst trusts offer estate duty saving achieved by transferring growth assets to a trust, this potential benefit should never be considered apart from the other tax and non-tax advantages of trusts. The most significant non-tax benefits include the following: The trust’s assets are protected from creditors of the trustees and the beneficiaries, as well as the administrative procedures (freezing of accounts, and so on) and costs, such as executor’s fees, incurred at death. A discretionary trust caters for flexibility in a way that no other legal entity can. The trustees decide what and how much to distribute to beneficiaries. Indeed, trust assets can be vested in a beneficiary or applied for his benefit, without actually being distributed to him. Furthermore, whereas the details of one’s deceased estate appear in the liquidation and distribution account which is filed at the Master’s Office, a trust’s financial affairs are never made publicly available. Many clients want to know that a competent board of trustees will continue to manage family assets when they are not around. In this way, family members who may not be able or interested in financial matters, can be taken care of.

However, having determined that a trust is appropriate for you, we ensure that the deed is drafted by our specialist and with your specific requirements and circumstances in mind.

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