Global Fiduciary, Legal and Corporate Services
We believe this to be the most important and central component of any global financial plan. At Renaissance we offer our clients a broad range of fiduciary, legal and corporate services:
Global Fiduciary
Legal
Corporate Services
- Estate and Inheritance Tax Planning
- Estate duty or Inheritance tax liquidity planning
- Wills (South African and Offshore)
- Executorships
- Trusts (Inter Vivos, Testamentary, Charitable, other tax exempt)
- Foundations
- Letters of Wishes or Intent
- Contracts, incl. marital contracts
- Co-habitation agreements
- Loan agreements
- Companies
- Close Corporations
- Partnerships
- Incorporated and Protected Cell Companies
- Mutual Funds
- Insurance Bonds / Wrappers
Global Wealth Management and Strategy
When it comes to managing investments, we don’t believe that ‘one size fits all’. Each of our clients is unique and every investment account is individually designed from relevant objectives, needs and constraints and our in-house advice matrix.
Our expertise is to identify the unique strategy, investment style and asset mix that provides the best possible fit for each individual client. We are able to advise on, and manage, any listed and unlisted asset. These generally include:
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• Online Trading Accounts and Traditional Stockbroking
• Traditional Bespoke Portfolios
• Mutual Funds, Incorporated Cell Companies, Protected Cell Companies, UCITS
• Linked Product Investment
• Wrap Funds, Multi-managed Funds and Fund of Funds
- Annuities and Endowments
- Fixed Interest Strategies
- Treasury Products
- Structured and Guaranteed Products
- Performance Swaps
- Currency Swaps
- Asset Swaps
- Guaranteed Structures
- Preference Shares
- Gearing Strategies
- Tank Containers
- Preference Shares
- Matured Endowments
- Indexation Strategies
- Options and Warrants
- Crypto Currency
- Blockchain technology
Retirement, Retrenchment and Resignation Planning
This is an area of planning that spans a client’s entire life cycle and specifically relates to advice on the legal aspects of retirement planning and life-long cash-flow management, beginning with retirement saving advice through the process of retirement, retrenchment or resignation and finally retirement itself.
The investment advice on the assets underlying the retirement vehicle chosen would go hand in hand with Investment Planning. The retirement industry consists of the following broad legal entities:
- Pension Funds – defined contribution and defined benefiter
- Retirement Annuities – life and investment linked
- Preservation Funds – pension and provident
- Compulsory Purchase Annuities
- Life and Living Annuities
Global Tax Planning
Tax advice and compliance is an integral part of financial planning.
Tax Advisory
- Estate and Inheritance Tax Planning
- Estate duty or Inheritance tax liquidity planning
- Wills (South African and Offshore)
- Executorships
- Trusts (Inter Vivos, Testamentary, Charitable, other tax exempt)
- Foundations
- Letters of Wishes or Intent
Tax Compliance
- Personal Tax
- Trust Tax
- Company, Close Corporation, Partnership, ICC, PCC, UCITS, Tax
- HMRC Reporter Status
Situs Asset Advice
Migration Advice and Administration
- Full Emigration or Immigration
- Financial Emigration or Immigration
- Tax residency
- Ordinarily Resident (Domicile)
- Revenue Services reporting and compliance
- Federal Reserve reporting and compliance
- Regulatory compliance
- Cross border transactions
- Cross border foreign exchange transactions
Employee Benefits
- Pension and Provident Funds
- Medical Aid
- Group Life and Income Protection
- Deferred Compensations
- Salary Structuring
- Performance Swaps
- Currency Swaps
- Asset Swaps
- Guaranteed Structures
- Preference Shares
- Company Options Strategies
- Protective Option Structures
Business Assurance
- Buy and Sell
- Key Man
Personal Assurance
- Whole Life Cover
- Disability and Debility Cover
- Dreaded Disease Cover
Other Services
- SA Corporate Banking
- International Bank Accounts
Administration
- Bulk administration Platforms