Tax Consulting & Accounting Services

We provide effective and efficient accounting services to ensure our clients are positioned to maximise their tax mitigation options

In today’s global economy, Individuals and businesses are exposed to fast changing legislation and regulations. Here at Valére Private Wealth we help clients both locally and internationally navigate this complex environment to ensure they are tax efficient. Our team of experts are supported by an extensive African and global network, with over a decade of experience our team is ideally positioned to provide creative and professional solutions in managing your local and global tax structuring and mitigation within your personalised portfolio.

We provide effective and efficient accounting services to ensure our clients are positioned to maximise their tax mitigation options

A Team
Of Professionals.

Our Fiduciary Specialists are supported by a team who share knowledge, skills and experience to offer you highly specialised and meaningful advice.

A Team
Of Experts

Applying sound tax strategy for complex tax returns to achieve full compliance and maximise tax savings

A Team
Of Specialists

Extensive knowledge of expatriate tax law making us the preferred provider for South Africans working abroad

A Team
Of Professionals.

Our Fiduciary Specialists are supported by a team who share knowledge, skills and experience to offer you highly specialised and meaningful advice.

A Team
Of Experts

Applying sound tax strategy for complex tax returns to achieve full compliance and maximise tax savings

A Team
Of Specialists

Extensive knowledge of expatriate tax law making us the preferred provider for South Africans working abroad

Our Services

Tax is closely related to investments and personal finance, Here at Valére Private Wealth we assist clients with comprehensive and strategic tax advise on their investment portfolios and other personal and corporate tax matters.

Our Services

Tax consulting and mitigation

The best planning is done over the long run, our Specialists will first ascertain an understanding of your overall financial affairs and plans and can help you identify tax strategies which will work towards achieving your goals. We assist clients with their

Current tax overview and obligations.
What changes in the tax law might impact their situation.
How to mitigate their tax obligations through strategic planning and portfolio structuring.

Personal / Provisional Tax Returns

The more complex your finances become, the more intricate your tax returns are – and this becomes even more so if there are trusts and investments involved. But even if your tax seems pretty straightforward, you can’t be expected to be on top of all legislation prescribing what needs to be submitted. Our professional Tax Experts offer you an easy, reliable method of completing your tax returns accurately and timeously in line with all SARS requirements. We will:

We will collate all your tax certificates for you, and process the information in IRP5 certificates, interest certificates, and more.
We will submit your annual tax returns, complete provisional tax returns, check the accuracy of assessments issued and liase with SARS if there are any queries.
We ensure that your tax assessment is reviewed promptly once received and make timely notification of payments due, if any. We will also lodge any objections promptly.
We will prepare tax calculations and estimates of tax liabilities.
We will follow up on outstanding tax refunds to ensure credits are paid into your account.
We retain your records for a period for tax audit purposes.
Continuous interaction between tax officers, you and your Tax expert to ensure accuracy and efficiency.
We provide Assistance with obtaining tax clearance certificates for offshore investments.
We will Pput your mind at ease, knowing that your submission will be accurate and compliant, saving you valuable time and energy.
We employ tax saving strategies in line with the latest tax guidelines to ensure you only pay what you have to pay.

Tax Clearance Certificate

A Tax Clearance Certificate is written confirmation from the South African Revenue Services (SARS) that a person’s tax affairs are in order, at the date of issue of the Certificate. It is needed when you need to prove that you are a taxpayer. It may be required for any of the following reasons:

Tenders or Bid Applications
Good Standing – proving that the applicant is tax compliant
Foreign Investment Allowance (FIA)
Purchasing property
Emigration.

We can assist you with your Tax Clearance application, and any outstanding tax returns that you need to submit.

Bookkeeping Services

Bookkeeping involves tracking and recording a business’ accounting activities. This includes invoicing, payments, making sure financial records are up-to-date, and generating financial reports. Do you do this for your business? Imagine the amount of time you could save if you handed these tasks over to a trustworthy bookkeeper.

Benefits:

A wide range of services. We are experts across a variety of services and skills, including all bookkeeping tasks.

Focus on your business. If we handle your books, you don’t have to, leaving you free to focus on your business or other interests. We are committed to meeting filing deadlines and ensuring your business remains compliant.

Better business. We will make sure your books are always in perfect order. Our systems and reports will give you a clearer picture of your business which will help you make better business decisions

Normal Taxpayer – South Africans working locally

This category often comprises of taxpayers who are employed by one employer, who withholds monthly pay as you earn. Other items that will form part of their tax return will be medical aid, retirement annuity and travel allowance claim.

To ensure full compliance, such taxpayers will also need to register for income tax, and timeously submit income tax returns to avoid penalties and interest.

Provisional Taxpayer

Any person who receives income (or to whom income accrues) other than remuneration is a provisional taxpayer. Examples include rental income, interest income or other income from the carrying on of any trade. If you receive this type of income (or should that income accrue to you), you will always be a provisional taxpayer. Companies automatically fall into the provisional tax system. The Commissioner may also notify any person that they are a provisional taxpayer.

South Africans Working Abroad

A number of expats are under the false impression that if they leave South Africa, they are no longer required to file returns or do not need to declare their foreign income. If you are a South African working abroad, you are legally required to submit tax returns to SARS every year and declare foreign earnings. Where applicable, certain expats will be able to claim an exemption on the foreign earnings, under section 10(1)(0) ii.

Foreign Nationals In South Africa

Expatriate employees coming to South Africa usually have a common pitfall in allowing their local employers to structure their packages like other local employees. This is seldom the best outcome for the expatriate or the employer. As a non-resident you will pay tax on your South African source income. It is important to note that days worked outside South Africa are not taxable in South Africa.

Normal Taxpayer – South Africans working locally

To ensure full compliance, such taxpayers will also need to register for income tax, and timeously submit income tax returns to avoid penalties and interest.

Provisional Taxpayer

South Africans Working Abroad

Foreign Nationals In South Africa

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Request a call back?

Please fill out the form and press the submit button.
One of our dedicated Private Wealth Managers will get back to you within 1-2 business days.

Grow Your Wealth

Our purpose is to help you achieve the best life possible with the money you have. We work in partnership with you, putting your life at the center of our conversations. We will take time to understand you, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, our aim is to provide you with a better Return on Life not just a better return on your investments.

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Grow Your Wealth

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Ensure those you value most, are taken care of with our range of Personal Insurance options

Preparing for the unknown, empowers you and your family for life’s unpredictability. should the unthinkable happen to you, will your loved ones be financially secured and able to still afford lifestyle expenses, pay off outstanding debt, education and more – even if you are no longer able to provide for them yourself.