Services

  • Tracing Lost Shares

    Have you inherited shares you can't locate, or simply lost track of investments over the years? Our specialized tracing services delve into historical records and registries to uncover your rightful shareholdings on JSE-listed companies in South Africa. We bring clarity to your portfolio, helping you reclaim what's yours.

  • FICA Compliance & Record Updates

    Keeping your share records current is crucial. We assist with updating your personal details with share registries and ensuring full compliance with FICA (Financial Intelligence Centre Act) regulations. This prevents delays in dividend payments, corporate communications, and future transactions.

  • Seamless Share Transfers

    Navigating the transfer of shares can be daunting. We provide expert assistance for all types of share transfers, including inter-vivo transfers, transfers due to deceased estates, or transfers between entities. Our meticulous approach ensures a smooth and legally compliant process.

  • Buying and Selling Shares

    While we don't offer investment advice, we facilitate the buying and selling of shares on your behalf, ensuring all administrative processes are handled efficiently and accurately. We work to execute your instructions with precision, connecting you to the market seamlessly.

  • Replacing Lost Share Certificates

    If you've misplaced original share certificates, we assist with the application and replacement process through the issuing company or transfer secretaries.

  • Deceased Estate Share Administration

    The administration of shares within a deceased estate requires sensitivity and specialized knowledge. We provide comprehensive support to executors and beneficiaries, handling the updating, FICA compliance, transfer, or sale of shares, ensuring a compassionate and efficient resolution during a difficult time.

  • Selling or Transferring Shares

    Once ownership is confirmed, we help you sell the shares or transfer them to your name—or to the name of a rightful heir.

  • Inheritance Recovery

    We specialize in tracing shares or unclaimed investments left by deceased relatives, even when documentation is missing or unclear.

  • Corporate Actions & Name Change Assistance

    We resolve complications from company name changes, mergers, or takeovers—helping you reconnect with shares that may have changed hands on paper.

Strategic Shareholding Structures: Optimizing for Tax Efficiency and Growth

Beyond managing your existing shares, we offer advanced solutions to optimize your shareholdings for tax efficiency, asset protection, and long-term wealth growth. The way your shares are held can significantly impact your tax liabilities and estate planning. We specialize in guiding you through the complexities of establishing the most suitable legal identity for your investments.

Tailored Structures for Your Financial Goals

We assist in setting up and transferring shares to entities designed to meet your specific needs, including:

  • Private Companies (Pty Ltd): A Pty company can serve as a powerful vehicle for holding and managing your shares. This structure allows for the retention of profits for reinvestment, potentially deferring personal tax liability. For qualifying Small Business Corporations (SBCs), preferential tax rates can significantly reduce your corporate tax burden, leaving more capital to fuel your growth. We guide you on how to maximize deductible expenses and structure activities to generate business income, rather than passive investment income, for optimal tax outcomes. Furthermore, transferring shares to a Pty company may qualify for tax-deferred rollovers under Section 42 of the Income Tax Act, postponing Capital Gains Tax until the company disposes of the shares.
  • Trusts: Trusts are invaluable tools for estate planning and asset protection. By holding shares within a trust, you can ensure a seamless transfer of wealth across generations, mitigate estate duty, and protect assets from personal liabilities. While trusts have their own tax considerations, we help you understand their implications and integrate them effectively into your overall financial strategy.
  • Combination Structures: For comprehensive optimization, a combination of a Pty company and a trust often provides the most robust solution. For instance, a trust can own the shares of your Pty company, allowing the growth on your underlying investments to accrue outside your personal estate, thereby reducing future estate duty. We provide expert advice on navigating the intricate tax laws, including provisions like Section 7C, to ensure your combined structure is compliant and maximally efficient.

Our Approach to Strategic Structuring

We provide personalized consultation to understand your unique financial situation, investment objectives, and estate planning needs. Our service includes:

  • In-depth Analysis: Assessing your current shareholdings and financial goals to recommend the most appropriate company or trust structure.
  • Structure Implementation: Guiding you through the entire process of establishing the chosen entity, including legal registration and meticulous documentation.
  • Tax Optimization Strategies: Advising on strategies to minimize Capital Gains Tax, Donations Tax, and Estate Duty, while maximizing legitimate deductions.

Empower your financial future by structuring your shareholdings intelligently. Contact us today for a consultation to explore how a tailored company or trust structure can benefit you.

Our commitment is to simplify share management, providing peace of mind and ensuring your investments are always working for you. Let us take the burden off your shoulders, so you can focus on what truly matters.

Get a no-obligation quote now!

We’ll assess your case — no hidden fees, no commitments. Just honest guidance on how much we can recover and what it will take. Let us do the hard work while you stay in control.

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