Our Approach
Making the complex simple
Sentinel is an independent fiduciary service company with a lifelong heritage of keeping client relationships at the heart of everything we do. Our focus is to ensure that wealth is preserved for future generations and that succession planning and tax mitigation strategies are implemented correctly.
Wills, Local and Cross Border Estate Planning
Cross-Border Balance Sheet Planning
Local and Offshore Wills
Multi-jurisdictional estate planning
Advice for Cross-Border Beneficiaries
Situs Tax and Probate in offshore jurisdictions
LOCAL AND OFFSHORE TRUSTS
Independent Trusteeship
Trust Administration
Protector Services
Philanthropy
ACCOUNTING AND TAX
Corporate Accounting and Tax Compliance
Trust Accounting and Tax Compliance
Trust third party reporting (IT3T & IT3D)
Individual Tax Compliance
Post Emigration Tax Compliance
Deceased Estate Tax Compliance (pre and post date of death)
Provisional Tax Compliance
TAX PLANNING AND CONSULTING SERVICES
Multi-jurisdictional estate planning
Advice for Cross Border Trust Beneficiaries
Change in Tax Residency/Place of Effective Management of Offshore Trusts
Local Trust to Foreign Trust Distributions
Special Trusts and Disability Expenses
Crypto Asset Tax Advice
Income Tax Treaty Queries
International Tax Residency Opinions
General Tax Opinions on Income Tax, VAT, CGT, Donations Tax and Estate Duty
SARS Dispute Resolution
SARS Tax Emigrations and Immigrations
SARS Voluntary Disclosure Programme Applications
SARS Lifestyle Audits
Regulatory and Company Secretarial Services
Company Registration and Annual Compliance
Creating and maintenance of Beneficial Ownership Registers and upload onto the Master’s Portal.
Full Company Secretarial Solution.
Safe Keeping of Company Secretarial Records.
Corporate Directorships
Deceased Estate Administration
Complete estate administration, handled with care and in full compliance with legal requirements. The process includes:
Initial meeting with family to gather information and explain estate process
Reporting the estate to the Master of The High Court
Obtain Letters of Executorship
Assessing assets and liabilities
Preparing the Liquidation and Distribution Account
Settling debts and liabilities, incl income tax and estate duty
Distribution of Assets