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Call 01962 735544 - Email firstname.lastname@example.org
Distributions can be made once the beneficiaries have been identified and the value gifts determined within the Estate Accounts.
Distributions can be made once the beneficiaries have been identified and the value gifts determined within the Estate Accounts. These distributions may be a mixture of capital and income. Where income is paid a Certificate of Tax deducted R185 (Estate Income) will need to be prepared to provide the beneficiary with the details they need for their personal tax position.
Income received by a beneficiary from a trust will be reported on R185(Trust Income) and will also be required for their personal tax reporting purposes.
You MUST WEAR A FACE MASK when you come in to our office: please put it on before entering our office and keep it on until you leave. If you arrive without one, we will offer you a disposable one to wear. If you cannot wear a face mask, you must advise the person you are seeing of this before you come in. All meetings in person will be kept short to minimise the risk of contracting the virus. You may be asked to remove face coverings temporarily for the purposes of identification. Please note that a visor is not accepted as a substitute for wearing a mask.
We are available during our normal office hours (8.30am-5.30pm) to offer you our full service by telephone, email or video conferencing. Do not hesitate to get in touch. You can of course use the email of the person you usually deal with. Even if they are not currently working in the office, emails are read and actioned regularly.