TLA Service Offering
Tailor-made, holistic wealth solutions for affluent individuals and their families by experienced and highly educated advisors consisting of a combination of the below services:
Family Trust and Business Structures
Comprehensive local and offshore family trust and business structures duly co-ordinated to effectively manage and enhance the value of the assets held in these structures in a safe and tax efficient manner.
02
Inheritance Succession Structures
Comprehensive inheritance succession structures that will give effect to the planner’s wishes in the event of his/her demise and provide certainty to heirs and beneficiaries.
03
Specialised Taxation Services
Specialised taxation services including assistance with tax audits, restructuring of new or existing businesses to fully comply with tax and accounting legislation and providing expert tax opinions.
04
Management and Strategy Advice
Management and strategy advice related to maintenance, governance and/or restructuring of wealth structures and related businesses.
05
General Fiduciary Oversight Of Wealth Structures
General fiduciary oversight of wealth structures including periodic reviews of financial statements and tax returns, structure updates and feedback to beneficiaries.
06
Exchange Control Compliance Assistance
Exchange control compliance assistance relating to emigrations, foreign sale transactions and foreign investments.
07
Independent Advice
Independent advice related to business strategies and decisions affecting family trusts, and assets, businesses and public benefit organisations held within these trusts.
08
Tax compliance and accounting services
Tax compliance and accounting services which include a full suite of tax return submissions and related services