Private client services

Elevating your individual tax solutions

Private client services

Our team has a wealth of experience in attending to our individual, trust and estate clients’ taxation requirements. Through many years of committed service, we have built a valued professional relationship with our clients. This allows the client comfort and security through the continuity of the team members, as well as our quality of advice and service.

Partner and director involvement with the team and clients is the way we do business. Living the BDO exceptional service promise, clients are welcome - and indeed encouraged - to contact the partner and director at any time.

We pride ourselves on the fact that we can, through collaboration with BDO Wealth and other BDO Tax service lines, offer our clients a ‘one-stop’ advisory and compliance service. This caters to the high net-worth family, as well as the younger generation starting their working careers.

BDO’s global network allows us to seamlessly collaborate with colleagues worldwide, bringing our clients a combined expertise able to address any international enquiry.

As tax practitioners, we have developed a robust working relationship with the Commissioner for the South African Revenue Service (SARS). We are recognised as a leading tax practitioner firm, which allows us easier access to SARS.

We can gladly assist with the following:

  • High net-worth individuals and families
  • Tax planning
  • Consulting
  • Consulting
  • Compliance services for individuals, trusts and deceased estates, which includes:
    • Tax return completion and submission
    • Dispute resolution
    • Foreign investment allowance tax clearance certificates
    • Good standing tax clearance certificates
    • Residency certificates.
 

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