TAX, TRUST AND ESTATE PLANNING

 

Are you and your business tax efficient?

The correct structuring of tax matters is just as important element within personal and business finance. Too often one meets individuals and companies who has lost money as a result of not getting specialised tax advice. For this reason Vista Wealth Management entered into a joint venture with TAXWISEonline365 Pty Ltd (TWO365). TWO365 is an online tax services provider, specialising in Individual income tax returns, compliance, query resolution and tax clearance certificates. It was founded in 1993 by Corné Struwig.

Click here to read more about the tax efficient investment products Vista Wealth Management offer.

Are you prepared to leave 20% of your hard-earned assets to SARS when you die?

For trust, wills and estate planning, Vista utilises the specialised services of Advanced Professional Services (APS). The APS team consists of experienced lawyers, chartered accountants, tax consultants and business consultants.

Click here for an example on how the correct structuring of your estate, redistribution of assets and possible donations to spouses can maximise the value of your estate and minimise estate duty.

 

Don't Be Shy

Drop us a line anytime, and we will respond to you as soon as possible