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Sarah Simson

Consultant Attorney

based in

operating nationally

Sandton

about

Admitted Attorney with a history of working in the financial services industry. Fiduciary expert, company law, contract drafting, tax law, trust law, business risk and continuity planning, estate planning, cross border structuring, offshore trust structuring. LLB Law, PDip Fin Plan (CFP® Professional), HDip Tax Int, currently completing MComTax. FAIS Representative RE5. Member of the Legal Practitioners Association (LPA), Fiduciary Institute of South Africa (FISA), Society of Trust and Estate Practitioners (STEP), South Africa’s Institute of Tax Practitioners (SAIT), and the Financial Planning Institute (FPI).

Areas of practice

Tax Law

Company Law

Trusts

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Authored articles

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Global Assets, Local Heirs: Estate Planning Essentials for South Africans
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Wills Week: Your Will, Your Children, Your Business. Make It Valid
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Why Strategic Intergenerational Wealth Planning is Critical for Family-Owned Businesses
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Tax Law Tightens For SA Trusts with Offshore Beneficiaries
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Situs Tax: The hidden estate risk for South Africans with offshore investments