Tax Planning Solutions

At CVLR, we provide sophisticated, legally compliant tax planning solutions that help businesses and high-net-worth individuals pay less tax, optimise their structures, and unlock available SARS incentives. Our tax attorneys specialise in high-impact strategies grounded in the Income Tax Act, Value-Added Tax Act, and SARS practice notes — ensuring every approach is both lawful and defensible.

Personal, Estate & Global Wealth Planning

Estate & Succession Tax Planning
Reducing estate duty, CGT, and transfers taxes through:
• trust formation
• Planning tax-efficient asset transfers into trusts
• Donations planning
• long-term asset-protection strategies

Emigration, Residency & Global Mobility
We assist with:
• breaking SA tax residency
• capital gains exit tax
• structuring post-emigration investments
• foreign pensions and retirement planning

Tax-Deductible Investment Strategies
Guidance on:
• retirement annuities (RA tax deductions)
• tax-free savings accounts (TFSAs)
• investment holding structures
• Section 12BA accelerated deductions

Corporate, Cross-Border & Offshore Structuring

Offshore Companies & Investment Structures
We assist with:
• offshore company formation (EU, UAE, Mauritius, UK, etc.)
• structuring foreign investment vehicles
• cross-border holding companies
• compliance with CFC and transfer pricing laws
• optimising international business income for tax efficiency
• navigating controlled foreign company (CFC) rules
• succession planning using offshore entities
• minimising estate duty on foreign assets

Capital Gains Tax (CGT) Minimisation
Tax-saving structures for:
• property disposals
• business sales
• share buybacks
• asset transfers

Capital Allowances & Depreciation Planning
Guidance on:
• Section 11(e) depreciation
• Special manufacturing and production incentives
• Energy-efficiency allowances (12L)
• Industrial policy incentives

Contact

Address

210 Amarand Avenue Pegasus Building 1 Menlyn Maine Pretoria 0181

Office Hours

08h00 — 17h00
Mon to Fri