Specialist Services

Estate planning and Trusts

Because we know your personal financial affairs, by working closely with you, we can help to ensure the mental peace of mind that comes from knowing that your future has been taken care of by people who have your best interest at heart.

Administration of Deceased Estates

Just as our personal involvement with you and your financial affairs makes us ideally suited to take care of your estate planning, so too are we able to assist you with the drawing up of a will.

In addition, we recognise the importance of handling deceased estates with efficiency, speed and tact. This is achieved by our appointment as executors in terms of the will or agents of the appointed executor.

Our objective is to administer an estate smoothly and rapidly to the benefit of the heirs and beneficiaries.

Valuations

It’s all in a day's work to be called on to place monetary values on shares in companies, members’ interests in close corporations, management buy-outs and valuations for deceased estates.

Linked to this is the introduction of members or partners to a business.

Our expertise in this area and knowledge of the various types of  businesses are at your disposal.

Consultation in Cost and Management Accounting

We undertake in-depth analysis of your current management accounting system to establish whether the business is operating at its optimal efficiency and productivity. This, in turn, highlights the viability of individual products and their contribution to the general profitability of the business.

Furthermore, if there is cause for concern in any area of an entity’s operations, we undertake a thorough investigation and report possible recommendations on how to address the problem.

Corporate Restructuring

Restructuring may be advisable due to constant changes in tax laws, management buy-outs, increasing competition and the desire to increase profitability through increased efficiency and productivity.

We are able to provide the guidelines and objectivity required for a successful transaction.

Exchange Control

This specialised service assists our clients in meeting stringent exchange control regulations that must be adhered to in foreign exchange dealings.

Industrial Development Corporation

Applications to the IDC for loan finance require in-depth forecasts and reports. We have assisted our clients with these applications and helped to achieve the desired conclusions.