Companies can play an important role in a broader wealth, business and estate planning structure. Depending on a client’s circumstances, a company may be used to conduct business, hold investments or other assets, or form part of an ownership structure involving individuals and trusts.

Wealth and Legacy™ Group assists with both the establishment of companies and their ongoing company secretarial administration. This includes keeping statutory and CIPC information up to date as directors, ownership arrangements and other company particulars change over time.

Company establishment and changes include:

• Registration of new companies;
• Reservation or change of company names;
• Conversion of close corporations to companies, where applicable;
• Appointment, resignation or removal of directors;
• Changes to registered company addresses;
• Assistance with shareholder and securities records; and
• Obtaining and maintaining relevant company registration and statutory documents.

Ongoing company secretarial services include:

• Filing annual returns;
• Maintaining and updating beneficial ownership information;
• Maintaining director, shareholder and other statutory records;
• Assisting with CIPC amendments and company information updates;
• Obtaining company disclosure documents and certificates where required; and
• Safekeeping and administration of company records and supporting documents.

We also assist clients where company ownership forms part of your broader Wealth and Legacy Plan®, including circumstances where shares may be held personally, through a trust or as part of another appropriate ownership structure.