Tax should be a proactive subject, forecasted and planned for prior to year end to ensure that everything possible has been done to be in the most tax efficient position. Our tax agents can help forecast out your years performance and calculate tax payable prior to year end so that we can enable tax strategies, ensuring tax efficiency and compliance by completing all necessary forms (Trust Distribution Minutes).

  • Review of your year to date income and tax situation
  • Estimate of your estimated taxable income for the year ended
  • Preparation of Tax Planning Report and detailed recommendations
  • Preparation of relevant resolutions and minutes (as required)