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10 Goals of Estate Planning

10 Goals of Estate Planning

Ten Goals of Estate Planning Your affairs need to be arranged, managed, and protected so that you, your family and other beneficiaries may enjoy the maximum benefit from your estate both during your lifetime and after your death. Goals of estate...

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5 Steps to Planning Your Estate

5 Steps to Planning Your Estate

Five Steps t0 Planning Your Estate What is an Estate? An estate comprises the assets and liabilities that a person accumulates during his lifetime and leaves behind at his death. Your affairs need to be arranged, managed and protected so that you,...

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4 Reasons Why you Need to Hire an Auditor

4 Reasons Why you Need to Hire an Auditor

Four Reasons Why you Need to Hire an Auditor 1. An auditor reduces risk by assisting businesses in maintaining compliance with legal requirements and governing bodies. 2. An auditor assists in finding accounting reporting irregularities to...

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4 things you didn’t know about auditors

4 things you didn’t know about auditors

4 Things you Didn’t Know About Auditors1. Auditors are far from boring! For an auditor, every day is filled with new and exciting challenges because they get to work collaboratively in multi-cultural teams, are constantly learning about and...

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8 items you might be leaving off your annual Budget

8 items you might be leaving off your annual Budget

8 items you might be leaving off your annual BudgetWe all know how important it is to have a financial plan for your income (also known as a budget); however, several expenses are often overlooked when budgeting. We have made a list of 8 items to...

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Tax Scam

Tax Scam

During this tax season, a new scam has been doing the rounds, SARS has confirmed, and we would like to make sure our clients are aware too. The scam is sent as an email from SARS, of which might look extremely legitimate. These are emails sent from...

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Trusts

Trusts

TrustsThere are three types of trusts under South African law:An “ownership trust”, under which the founder or settlor transfers ownership of assets or property to a trustee(s) to be held for the benefit of defined or determinable beneficiaries of...

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tax@marwick.co.za

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Auditing Department

Deceased Estates Department

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