TLA Service Offering

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


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