by Sentinel | Sep 20, 2023 | Advisory Services
Dying Intestate Dying without a valid will means that your estate will be administered in terms of the Intestate Succession Act. In short, it will be the state (government) who sets out who your heirs will be and in most cases your assets are then inherited by family...
by Sentinel | Aug 25, 2023 | Advisory Services
February, August and September are very possibly the most underrated, intense and stressful months in the tax calendar for both taxpayer and their practitioner. The reason being the collision of two tax years, the past and the present. Filing season for the 2023 tax...
by Sentinel | Aug 25, 2023 | Advisory Services
Losing a loved one is a challenging time, and dealing with their assets and affairs can feel overwhelming. Here’s a step-by-step guide to help you navigate the process with clarity and understanding. 1. Creating a Will It’s important for everyone to have a...
by Sentinel | Jul 28, 2023 | Advisory Services
Are you a shareholder in a private company or a member of a closed corporation? Read on for a brief overview of what to do if a shareholder of a private company or member of a closed corporation passes away. 1. Shareholding in a private company While shares in a...
by Sentinel | Jul 26, 2023 | Advisory Services
Many PBOs and Trusts are now required to submit third-party returns to SARS. Read on to find out how this might affect you, and what you need to do to mitigate the risks. South Africa’s recent greylisting led to the promulgation of Act No. 22 of 2022: General...
by Sentinel | Jun 30, 2023 | Advisory Services
We are excited to introduce the newest member of our team – our Brand Ambassador! You may already know him well. It’s none other than Ricky Opperman-Knipe, who has over 26 years of experience in the fiduciary space and is currently the Chairperson of the...