Services

Estate & Fiduciary Solutions

Securing your legacy requires expert guidance and meticulous attention to detail. Our Estate & Fiduciary Services ensure that your estate is professionally managed—from valuation through to distribution—providing clarity, compliance, and compassionate support during emotional times.

Our goal is to provide personalized, trustworthy and affordable solutions that help our clients secure funding and manage their business in a more efficient manner.

Estate Valuation & Administration

Conduct accurate valuations of all estate assets and liabilities using our bespoke South African estate duty templates.
Prepare and submit all required estate duty returns, ensuring alignment with SARS and Master of the High Court regulations.

Executor Appointment & Duties

Navigate the complexities of executor responsibilities, from letters of executorship through to final distributions.
Calculate executor fees (3.5% + VAT) and liaise effectively with beneficiaries and institutions.

Tax & Regulatory Compliance

Handle tax matters including income tax, CGT to date of death, and estate duty at 20% (up to R30m) or 25% (above R30m), with full utilization of abatement thresholds.
Section 4(q) deductions, inter vivos property transfers, and any applicable exemptions.

Beneficiary Reporting & Distribution

Provide clear, transparent distribution schedules based on your estate’s net value.
Assist with fair and compliant beneficiary allocations, supporting smooth estate closure.

Address

85 Livingstone Road Windermere, Durban 4001

+27 31 944 0413

info@rsmg.org.za

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