Private Clients

Tired of Tax Confusion and Complexity?

Overwhelmed by tax complexities? Need help to protect your assets and enhance your tax position? Are you or your beneficiaries thinking of emigrating or retiring?

Your Trusted Wealth Navigator

Regan van Rooy’s Private Clients division specialises in tax and structuring advice for private clients.

We offer quality, pragmatic advice and services to help you confidently navigate complex tax matters. Private individuals’ common challenges include emigration, change of tax residency, double taxation, estate or retirement planning, and structuring trusts for offshore wealth protection.

High net-worth individuals can also require exchange control advice, guidance on anti-avoidance rules and tax compliance support. Additionally, our tax experts cover key tax risks from a personal wealth perspective, including effective management, transfer pricing, using and funding international trusts, controlled foreign company rules and substance considerations.

We provide quality, transparent advice that is practical and implementable, ensuring you receive pragmatic, personalised solutions to all your tax needs.

 Do you want to finally understand how best to structure your personal wealth and earnings?

Schedule a consultation with our experts today.

Complete the fields below to download the guide by Dr Daniel N Erasmus.

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Book a meeting with our Transfer Pricing team by completing the form below.

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Thank you for your interest, please complete the form below to download the checklist pdf.

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Thank you for your interest, please complete the form below to download the full pdf.

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