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

Corporate Directorships

Family Constitutions

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.

Deceased Estate Administration

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