I would like to ensure that my family is secure
and able to enjoy the legacy I leave behind.



TLA Service Offering

Tailor-made, holistic wealth solutions for affluent individuals and their families by experienced and highly educated advisors consisting of a combination of the below services:

01

Family Trust and Business Structures

Comprehensive local and offshore family trust and business structures duly co-ordinated to effectively manage and enhance the value of the assets held in these structures in a safe and tax efficient manner.

02

Inheritance Succession Structures

Comprehensive inheritance succession structures that will give effect to the planner’s wishes in the event of his/her demise and provide certainty to heirs and beneficiaries.

03

Specialised Taxation Services

Specialised taxation services including assistance with tax audits, restructuring of new or existing businesses to fully comply with tax and accounting legislation and providing expert tax opinions.

04

Management and Strategy Advice

Management and strategy advice related to maintenance, governance and/or restructuring of wealth structures and related businesses.

05

General Fiduciary Oversight Of Wealth Structures

General fiduciary oversight of wealth structures including periodic reviews of financial statements and tax returns, structure updates and feedback to beneficiaries.

06

Exchange Control Compliance Assistance

Exchange control compliance assistance relating to emigrations, foreign sale transactions and foreign investments.

07

Independent Advice

Independent advice related to business strategies and decisions affecting family trusts, and assets, businesses and public benefit organisations held within these trusts.

08

Tax compliance and accounting services

Tax compliance and accounting services which include a full suite of tax return submissions and related services including:

Individuals, Trusts and Companies:


  • Completion and submission of tax returns
  • Completion and submission of provisional tax returns
  • Capital gains tax
  • Tax computations

Individuals only:


  • Assets and liabilities statements
  • Salary structuring
  • Travel calculations

  • Running the payroll function on behalf of clients including the distribution of payslips on a weekly, bi-weekly and monthly basis
  • Completion and submission of the EMP201 returns to SARS as well as e-filing payments
  • Submission of UIF monthly reports
  • EMP501 reconciliations – mid-year and final reconciliation in February along with generating the IRP5/IT3 tax certificates for employees
  • Completion and submission of WCA returns
  • Staff salary structuring

  • Monthly/bi-monthly capturing of financial data to generate the output/input schedules for entry into VAT201 returns
  • Completion and submission of monthly/bi-monthly VAT201 returns to SARS as well as e-filing payments
  • Preparation of monthly management accounts
  • Preparation of financial statements for sole proprietors and partnerships

  • Submitting and managing SARS queries on behalf of clients
    • • ADR1/ADR2 submissions to SARS (objection process)
    • Assistance with follow-up of refunds due from SARS
  • Obtaining tax clearance certificates for tender registration, foreign investment and emigration purposes
  • Registrations for income tax, VAT, PAYE, WCA, UIF etc.
  • Compliance audits for PAYE and VAT