Trusts & Estates

Mazars' comprehensive range of Trusts, Retirement and Estate Planning tax services enable you to plan for retirement while ensuring that you pass on your assets in a tax efficient manner.

We can also help you with establishing a trust: from financing your retirement to covering education costs, a wedding, or simply assigning your capital to a chosen recipient.

Our Trusts and Estates Team can help you with:

  • Establishing trusts while considering issues like capital gains tax, estate duty and income tax
  • Trust planning: from private company shares to multi-million rand trusts
  • Administration, preparing annual accounts and tax returns
  • Advice to beneficiaries and trustees on tax issues that arise when they receive a trust’s income or assets
  • Preparation of a will, acting as executor where required
  • Advice for executors on tax issues
  • Administering an estate and the collection and distribution of assets
  • Advice on funding estate duty
  • Preparing annual accounts and tax returns