As tax advisers, our objective is to work closely with you to ensure you
pay the minimum tax required by law. We will help you to understand the tax
implications of your actions, in order that you can plan ahead and conduct your
affairs in a tax efficient way.
Corporation tax services
Under Corporation Tax Self Assessment (CTSA), the legal responsibility for correctly
calculating the corporation tax liability falls on business owners. We understand
the issues facing owner-managed businesses and can prepare tax returns in a timely
and efficient manner. We will also calculate your company's tax liability and assist
with the calculation of any quarterly instalment payments due.
The increased reporting obligations, investigation policies on the part of the tax
authorities and harsher penalties for non-compliance mean that your time and
resources can be taken up with tax administration. We will help to minimise
corporate tax exposure and relieve the administrative burden of compliance with
current tax legislation. Effective corporate tax planning can also result in
significant improvements in your bottom line.
Personal tax services (including sole-traders and partnerships)
We are specialists in income tax, capital gains tax and inheritance tax.
Self Assessment
We have the expertise and software to take the headache out of the form filling and
compliance aspect of Self Assessment. We can provide you with practical advice on
personal tax and the planning opportunities available to you. Over recent years SARS
have increased the penalties for failing to file a return on time and for errors. We
can complete tax returns, calculate any tax liability and advise you on exactly when
to make payments and how much to pay.
Personal tax planning
Everyone who is subject to taxation needs professional advice and support if they are
to optimise their tax position and ensure they meet the compliance requirements. Our
specialist tax team can provide you with year-round advice on all aspects of
personal taxation.
Estate planning
Few of us like to think about dying; however the relevant legislation requires us to
plan well in advance. This means making the necessary provisions now. There are many
tax opportunities available and the earlier arrangements are made, the greater the
chance of taking full advantage of our complicated tax system.
It is important when planning to transfer an estate that adequate provision is made
and getting the right balance requires considerable skill and foresight – along with
a detailed knowledge of the current tax regime. We provide a discreet comprehensive
estate planning service that includes:
- help with planning and reviewing a will
- making full use of exemptions and lower tax rates on lifetime transfers
- optimising lifetime transfers between family members
- transferring agricultural or business property
- transferring assets into trust
- arranging adequate life assurance to cover potential inheritance tax
liabilities.
VAT
Ever changing regulations and the growing demands of SARS mean VAT compliance can be
a difficult administrative process. We can help to ensure that you comply with the
regulations and that overpayments are not made. To help you manage this complex
area, we provide an efficient, cost-effective VAT service, which includes:
- assistance with VAT registration
- advice on VAT planning and administration
- use of the most appropriate scheme
- VAT control and reconciliation
- help with completing VAT returns
- planning to minimise future problems with SARS
- negotiating with SARS in disputes and representing you at VAT tribunals if
necessary
- VAT MTD Setup
SARS Investigations and Enquiries
Being the subject of a tax investigation or enquiry by SARS can be a stressful and
worrying experience. We have a wealth of experience in dealing with SARS
investigations, whether they are enquiries into an individual’s Tax Return, more
detailed enquiries into a company’s affairs or employer-related investigations into
PAYE. If you are the subject of an investigation, we can provide
expert help and support.