Our Services

FISA-public-leaflet

Estate Planning

Proper Estate Planning minimises estate duty tax and capital gains tax, and will ensure that on death sufficient liquidity is in the estate in order to pay liabilities and to ensure that the assets are bequeathed to your beneficiaries as intended...>>.

Trusts

The protection of loved ones’ financial interests is important in the ¬† planning of an estate. It is important that your family and especially minors be looked after, and that your estate tax and income tax obligations are kept to the minimum, in order that your heirs can enjoy the full...>>.

Tax & Accounting

Phoenix specialises in acting as a Trustee and administrator of Road Accident Fund Trusts.   In this regard we understand that this class of  beneficiaries have different requirements to those of family trusts, which are created for succession planning, tax efficiency and creation and...>>.

FISA-public-leaflet1