PH Fiduciary

PH Fiduciary Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from PH Fiduciary, Estate Planning Lawyer, 35 Markgraaff Street, Westdene, Bloemfontein.

PH Fiduciary is a private company providing specialised accounting and tax services to clients with local and offshore investment structures, including the holding of independent trusteeships and trust administration and compliance.

Corporate restructuring is often misunderstood as a sign of distress, but in reality, it’s one of the most effective too...
26/05/2026

Corporate restructuring is often misunderstood as a sign of distress, but in reality, it’s one of the most effective tools for growth, efficiency, and long-term sustainability.

From streamlining operations and improving decision-making to unlocking new markets and optimising tax structures, restructuring enables businesses to stay agile in a rapidly evolving environment.

In this insightful piece, Sinoxolo Makhethetha explores how strategic changes to shareholding and assets can position your business for stronger performance and long-term success.

Read more here: https://bit.ly/3OUYFgl

South Africa’s removal from the greylist marked progress, but not the end of regulatory scrutiny. The Draft Amendment Bi...
21/05/2026

South Africa’s removal from the greylist marked progress, but not the end of regulatory scrutiny. The Draft Amendment Bill 2025 introduces stricter compliance measures, reinforcing transparency and accountability in line with international standards.

With the focus shifting firmly to enforcement in 2026, companies face real risks: deregistration for failing to maintain beneficial ownership records and significant administrative fines for non-compliance.

This is a critical moment for businesses to reassess their compliance frameworks and ensure they meet evolving legislative requirements.

Read the full article by Elani Volschenk: https://bit.ly/4tDFPJR

SARS is cracking down on non-compliant trusts, and the message is clear: file or face the consequences.New enforcement m...
15/05/2026

SARS is cracking down on non-compliant trusts, and the message is clear: file or face the consequences.

New enforcement measures mean that all trusts, whether active or dormant, must submit their tax returns (ITR12T) or risk monthly penalties ranging from R250 up to R16 000.

Even more concerning, trustees could be held personally liable if non-compliance leads to penalties.

If your trust has received a final demand, the clock is already ticking. Acting quickly could save you from unnecessary financial strain.

This expert insight by Elani Volschenk unpacks what trustees need to know, and do, to stay compliant.

Read more here: https://bit.ly/3QAHAsB

A quiet but powerful battle is reshaping the global entertainment industry.The bidding war for Warner Bros. Discovery sh...
13/05/2026

A quiet but powerful battle is reshaping the global entertainment industry.

The bidding war for Warner Bros. Discovery shows that in today’s market, size, strategy, and certainty matter just as much as price. What looks like a Hollywood deal carries real lessons for businesses and investors everywhere, including South Africa.

As industries consolidate, the advantage is shifting toward those who can scale, integrate, and maximise value across multiple platforms.

Read the full analysis by Mark le Riche here: https://bit.ly/4tF7hqv

The estate duty threshold in South Africa has remained fixed at R3.5 million since 2007, despite nearly two decades of i...
11/05/2026

The estate duty threshold in South Africa has remained fixed at R3.5 million since 2007, despite nearly two decades of inflation. This means more estates are now exposed to estate duty, even when real wealth has not increased.

This silent shift, known as fiscal drag, is expanding the tax burden without any legislative change.

Married couples may benefit from a combined exemption of up to R7 million, but this may still fall short for estates with property and long-term asset growth. Without proper planning, heirs could face unnecessary tax liabilities or even the forced sale of assets to settle estate duty.

Strategic estate planning is essential. Options such as annual donations, trust structures, and life insurance can help protect your wealth and preserve your legacy for future generations.

Read the full article here: https://bit.ly/4thypvE

Article written by André van Niekerk and Johnny Davis.

South Africa’s estate duty threshold has stayed at R3.5 million since 2007, despite years of inflation. This means more ...
11/05/2026

South Africa’s estate duty threshold has stayed at R3.5 million since 2007, despite years of inflation. This means more estates are now taxed, even when real wealth has not increased.

This silent shift, known as fiscal drag, is expanding the tax burden without any legislative change.

While married couples can access a combined exemption of up to R7 million, this may still not be enough for estates with property and long-term growth. Without proper planning, heirs could face unnecessary tax or the forced sale of assets.

Proactive estate planning, including donations, trusts, and life insurance, can help protect your wealth and secure your legacy.

Read the full article here: https://bit.ly/4thypvE

Article written by André van Niekerk and Johnny Davis.

Trusts remain a powerful tool for protecting and growing wealth, but only if they are properly managed. With stricter ov...
11/05/2026

Trusts remain a powerful tool for protecting and growing wealth, but only if they are properly managed.

With stricter oversight and real-time data monitoring, even small administrative oversights can raise red flags and lead to penalties.

Understanding your duties, keeping documentation up to date, and ensuring proper tax compliance is no longer just best practice, it’s essential.

Elani Volschenk unpacks the critical responsibilities of trustees, from maintaining accurate records and ensuring independent decision-making, to staying compliant with SARS requirements in an increasingly AI-driven compliance landscape.

Read more here: https://bit.ly/4sOrQ2t

At the core of every strong family is care, protection, and long-term planning, values often led by mothers.Today we cel...
10/05/2026

At the core of every strong family is care, protection, and long-term planning, values often led by mothers.

Today we celebrate the role mothers play in building and safeguarding family legacies.

Happy Mother’s Day.

Recent tax changes offer some breathing room, but they also place a sharper focus on how you structure and protect your ...
07/05/2026

Recent tax changes offer some breathing room, but they also place a sharper focus on how you structure and protect your wealth. From increased contribution limits to stricter compliance measures, the landscape is shifting in ways that require careful planning and ongoing review.

For high-income earners in particular, the message is clear. It is no longer enough to rely on traditional strategies without revisiting how effective they still are. Tools like retirement funding, companies, and trusts can still unlock real value, but only when used correctly and in line with current regulations.

Dr Candice Reynders unpacks what these changes mean for your estate planning strategy and how to approach your financial future with clarity and confidence.

Read more here: https://bit.ly/4e0lTfg

This Workers’ Day, we honour the dedication and discipline it takes to build, protect, and preserve what matters most.Be...
01/05/2026

This Workers’ Day, we honour the dedication and discipline it takes to build, protect, and preserve what matters most.

Behind every estate, every legacy, and every plan for the future is hard work and intention. We are proud to support individuals and families in securing the rewards of their labour for generations to come.

Happy Workers’ Day.

Address

35 Markgraaff Street, Westdene
Bloemfontein
9301

Opening Hours

Monday 08:00 - 05:00
Tuesday 08:00 - 05:00
Wednesday 08:00 - 05:00
Thursday 08:00 - 05:00
Friday 08:00 - 05:00

Telephone

+27514004000

Website

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