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Trusts and Estates

Tax

At Oculus, our active trust department provides you a best planning solution in order to assist in asset protection and preservation of wealth for you and your family. For your advantage, our partners are able to work together with your specialised advisors to understand and address complex legal, financial and family issues. As a result thereof, we are able to offer a soundly planned and implemented strategy that offers you tax-efficient transfer of control of your wealth, reduced potential for interference from disgruntled claimants, protection for beneficiaries in need, and certainty in the fulfilment of your wishes. 

What we offer:

• Estate Planning

• Estate Administration

• Trust Formation

• Trust Administration

What does effective Trust and Estate planning enable?

• Orderly transfer of assets to your beneficiaries

• Provides security for your surviving spouse

• Reduces or eliminates the tax due on the transfer of your business and other assets

Many of our clients have experienced the peace of mind and value of our advice and service. Are your financial affairs in order? Let us guide you through the complex process. Email your Trust and Estate queries to mphesa@gmail.com/tnyagope@gmail.com or call +27 65 919 8934/+27 79 534 2061

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Tax
Trusts and Estates
Auditing & Advisory
Consulting
Accounting & Bookkeeping
Secretarial Services

CONTACT INFORMATION

Our office is based at:
2 Jan Smurt Greenfields, East London, 5201
113 Omar Cassem Fairview, Port Elizabeth, 6001
142 Varsity Drive, Reservoir Hills, Durban, 4090

+27 65 919 8934
tnyagope@oculusaccountants.com

Masibulele Phesa CA (SA)
+27 79 534 2061 
mphesa@oculusaccountants.com 

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