Taxation Advisory Services

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What is Taxation Advisory? Taxation advisory is a specialised service that helps individuals and businesses navigate the complexities of tax regulations while aligning their tax affairs with broader financial and strategic goals. The objective is to ensure full compliance with SARS regulations, reduce risk, and unlock tax efficiencies through proactive planning and expert guidance. Whether you’re a business owner, an investor, a high-net-worth individual or a corporate entity, a sound tax strategy is essential for sustainable success. Tax laws change frequently, and a trusted advisor can help you stay ahead, avoid penalties, and make informed decisions.
  • What Our Tax Advisory Services Cover
1. Corporate and Business Tax Advisory

- Corporate income tax planning and compliance
- Tax-efficient business structuring and restructuring
- Tax treatment of assets, loans, dividends and intercompany transactions
- Capital gains tax planning
- Industry-specific tax considerations (e.g. financial services, property, retail)

SARS Compliance and Risk Management

Tax registration (Income Tax, VAT, PAYE, SDL, UIF)
- Preparation and submission of tax returns (IT14, VAT201, EMP201, etc.)
- SARS correspondence handling and dispute resolution
- Assistance with audits, verifications and objections
- Tax risk assessments and health checks

3. VAT and Indirect Tax Advisory

VAT registration, de-registration and compliance
- VAT input-output reconciliation
- Advice on zero-rated, exempt and special
- VAT categories
- Customs and excise duty advisory
- Cross-border VAT issues and import/export compliance

4. Personal and Wealth Tax Planning

Tax advisory for high-net-worth individuals
- Estate planning and trust structuring
- Donations tax, capital gains tax and income tax optimisation
- Tax residency and expatriate tax planning
- Provisional tax planning and submission

5. Transaction and Deal Structuring

Tax due diligence for mergers, acquisitions and disposals
- Structuring of sale agreements and exit strategies
- Tax impact assessments for investment decisions
- Intra-group restructuring and group tax optimisation

6. Strategic Tax Planning

Year-end tax planning for businesses and individuals
- Tax-efficient profit extraction strategies
- Planning for SARS changes and legislative developments
- Guidance on incentives and tax relief schemes (e.g. Section 12J, R&D credits)

Why Tax Advisory Matters

Ensures compliance with changing tax laws and SARS requirements
• Protects against penalties, interest and reputational damage
• Unlocks legitimate tax savings through strategic planning
• Provides clarity on complex transactions and regulatory issues
• Supports long-term financial health and growth strategies