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TAX & ESTATE PLANNING

Talaria Wealth would invariably assume responsibility for the implementation of the plan which would include the establishment and structuring of the associated estate planning entities and drafting of trust deeds and wills.

TRUST ACCOUNTING

The preparation of the annual financial statements, taxation compliance and the statutory formalities associated with maintaining and operating a trust and other incorporated entities.

INDIVIDUAL TAX COMPLIANCE

Individual tax compliance including inter alia the completion and submission of the bi-annual provisional returns, the completion and submission of the annual return of income and attending to any objections or queries.

DECEASED ESTATES

The winding up of deceased estates.

BUSINESS SUPPORT

Apart from the traditional accounting, audit and annual review services, we provide the outsourced “Chief Financial Officer” role for small to medium business owners, and entrepreneurs. The CFO function includes inter alia strategic and operational planning as well as cash flow management.

FEE STRUCTURE

Tax and estate planning services are remunerated on an hourly rate based on the estimated time required to complete the plan. The proposed fee is agreed with the client prior to the commencement of the assignment.

The trust accounting, taxation and statutory fee as well as the individual tax compliance fee is based on an agreed fixed charge per annum. The charge is dependent on the complexity and the nature of the returns of income.