signing of Wills and execution of estates, in association with the Executor Generating new business: – of new business instructions from clients in association with relevant Wealth Planner General administration:
Estate Late, bodies corporate, homeowners' associations. Re-registrations/Reactivations - Income tax
penalties. Compiling and assisting the External Associate with Tax Compromises and Deferments. Prepare and
external and internal training and professional association memberships, and shares information gained with
with external auditors, prepare annual accounts, associated statutory reporting, and run the audit process
with external auditors, prepare annual accounts, associated statutory reporting, and run the audit process
Must be able to facilitate and complete tasks associated with the professional management of services