Tax services

We provide advice and solutions to a broad range of businesses and individuals in the financial services sector, including asset and investment managers and advisers, hedge fund managers, private equity firms and managers, and funds. We have the niche expertise and knowledge to meet all your business requirements. We work closely with our audit and financial services compliance teams to ensure our clients receive a fully-integrated service, which fully meets their business and personal requirements.
 
With our team of business and private client tax experts, we are in a unique position to consider the tax position of both the collective investment vehicles, their managers and investors. Our services include:

VAT solutions & advice

Owing to the amount of case law, the VAT rules for financial services firms have become complex and require careful navigation. Having advisors who understand your industry is vital, especially as the cost of getting it wrong can be severe. The Moore Stephens VAT team has a wealth of experience in advising a wide range of businesses  in the financial services sector. Whether you require advice on a large, complex transaction or a small one-off query, our financial services VAT experts will be able to assist.

Tax structuring & planning

How to structure your business is one of the most fundamental decisions to be made for a financial services business. By working closely with you, our commercial approach to tax planning ensures that the tax consequences are fully addressed and that every sensible effort is made to minimise tax burdens and prevent problems before they occur. 
  
Tax compliance: local & international

Ensuring your tax affairs are properly managed and up-to-date is the cornerstone of our service. We offer a complete range of tax-compliance services, including the preparation of local company tax returns and computations and payment advice, ensuring that you meet your statutory obligations efficiently and with confidence that your returns are technically accurate. As a firm with a significant international presence, providing overseas tax-compliance is a key element of our offering.

International planning & offshore funds

Our international network enables us to advise on the tax implications of cross-border transactions, providing a truly global tax structuring service. In today’s international business environment, it is important to understand not only the South Africa tax issues which need to be addressed, but also the impact of local taxes. We can provide solutions addressing the additional tax issues which arise, including the diverted profits tax, transfer pricing, corporate residence, non-domicile and offshore structuring planning and expatriate tax.

Employer consulting 

Employment costs often represent a substantial investment for financial services businesses, and complying with all SARS’s requirements can be a strain. We can help you with the full gamut of issues, including payroll service remuneration planning, share incentives and expatriates' tax treatment.