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

Global Estate Planning

Advice for Cross-Border Beneficiaries

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

SPECIALIST CONSULTING SERVICES

SARS – Dispute resolution

Dispute Resolution

Exchange Controls

Immigration Advice

Ceasing Tax Residency

Emigration Advice

Tax Opinions

Voluntary Disclosure Programme

Holistic Estate Planning

Group Restructuring

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