Deceased estateadministration
N&V Accounting & Tax Services provides professional accounting and tax support to executors and families through the deceased estate administration process: reporting the estate to the Master of the High Court, scheduling assets and liabilities, SARS compliance, and preparing the Liquidation and Distribution Account. The work is overseen by a CA(SA) and registered tax practitioner, and we serve clients in all provinces of South Africa.
How we support the estate, step by step
Professional assistance with the legal, financial and administrative load of an estate, so executors and families are not working through it alone.
Report the estate
Prepare the documentation and assist with reporting the estate to the Master of the High Court.Assets and liabilities
Identify, record and reconcile assets, liabilities, bank accounts, investments and obligations.SARS and tax
SARS registrations, outstanding returns, capital gains tax and estate duty calculations, where applicable.Institutions
Assist with correspondence with banks, investment providers, SARS and other institutions.Liquidation and Distribution Account
Prepare the account for submission to the Master of the High Court.Executor support
Ongoing accounting and administrative assistance to the duly appointed executor.Distribute and finalise
Reconciliations, distribution schedules and the documents needed to finalise the estate.
Services are provided within the scope of our professional mandate, including acting as an administrative agent to a duly appointed executor where applicable.
Losing someone is hard. The paperwork shouldn't add to it
Managing the legal, financial and administrative responsibilities of a deceased estate can be overwhelming, especially while grieving. We work alongside executors and families to make sure the estate is administered efficiently, accurately and in line with South African legal and tax requirements.
Our services are overseen by a qualified Chartered Accountant (CA(SA)) and registered tax practitioner, with expertise in estate accounting, taxation and financial compliance. Services are provided within the scope of our professional mandate, including acting as an administrative agent to a duly appointed executor where applicable.
Arrange a consultationWhy choose N&V?
Qualified professional oversight
Our accounting and tax expertise helps ensure that estate finances and tax obligations are managed accurately.
Personalised service
Every estate is different. Executors and families get individual attention, not a standard process.
Financial and tax support in one place
From estate accounting and tax compliance to Liquidation and Distribution Accounts, one team provides coordinated support.
Clear communication
We keep executors informed of progress, outstanding requirements and next steps.
Frequently asked questions
Executors who have recently been appointed, and executors and families whose estate is already in progress. We provide administrative and financial support to a duly appointed executor.
It is the account of an estate's assets, liabilities, income and expenses, and how the balance is to be distributed to the heirs and creditors. It is submitted to the Master of the High Court, and we prepare it for the executor.
Yes. Depending on the estate, this can include registering with SARS, filing outstanding income tax returns, and calculating capital gains tax and estate duty. We assist with these where they apply.
Yes. We are based in Umhlanga and serve clients in all provinces of South Africa.
Contact us for a consultation. We will talk through the estate, what has been done so far, and what the Master of the High Court and SARS will need next.
Need assistance with a deceased estate?
Whether you have recently been appointed as an executor or need professional help with an estate already in progress, we can assist. Contact us to arrange a consultation.