TaxConnections


Hugo Van Zyl

Owner

TAXFORUM
Cape Town`, South Africa

Chartered Accountants

Professional Summary

Hugo is based in Cape Town, during South African business hours call

USA 1 818 924 5001 UK +44 20 8133 3417

Both these lines divert - be patient

With more than 30 years of experience, a Chartered Accountant and Hugo is a well-recognised South African cross-border, expatriate tax as well as on international tax, cross-border trade and financial emigration specialist, based in the CBD of Cape Town.

During 2016 to 2018 he was a recruited employee of the JSE listed FirstRand Bank at FNB Wealth and Investment, RMB Fiduciary and an FNB Local & Global Fiduciary Solutions Specialist. He resigned end June 2018 and returned to his own practice in July of 2018.

Hugo holds the following professional registrations with:
Chartered Accountant through the SA Institute of Chartered Accountants (SAICA) www.saica.co.za member 00251094 (nearly 30 years); and SARS as a Registered Tax Practitioner (www.sars.gov.za PR-0017096; Master Tax Practitioner South Africa) through the South African Institute of Tax Practitioners (www.thesait.org.za/member/hugovanzyl.

Hugo is also a full STEP member as a TEP member in Cape Town South Africa.

Hugo obtained both his B.Com (Accounting) and M.Com (Tax) from the University of Pretoria (TUKS student number 8235198), and he is proud “Oud-Taaibosser”, having been resident in Taaibos during his undergraduate studies. Hugo obtained his Honours in Accounting and Auditing from UNISA (University of South Africa) in Pretoria.

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Languages

  • English
  • Dutch
  • Afrikaans

Industry Experience

    • Tax Advsiory
    • Bank
    • Tax migration and exchange control adviser

Interests/Hobbies

  • http://www.chaine.co.za
  • Travel, good food and wine
  • Reading

Birthday

January 9

Social Media



Experience

TAXFORUM
Cape Town`, South Africa 8001
Owner
Chartered Accountants
2000 - Present
Cross-border Tax Planning and Exchange Control Specialist, also acting as an in-house consultant to fiduciary specialists, expats, financial advisers and wealth managers.

External Tax specialist and advisory work for small and medium-sized audit and law firms, large trust companies, boutique trust companies and family offices

Assisting with tax disputes, tax objections and appeals, tax mitigation in small and large cross-border merger and acquisitions.

Assisting individuals with their cross-border and tax treaty planning and compliance.

Obtaining central bank or SA Reserve Bank / Exchange Control approval in respect of foreign direct investments, retirement funds and other emigration funds

Tax opinions, income tax, value-added tax, capital gains tax, estate duty (death duties).
FirstRand Bank, FNB Division
Sandton, South Africa 2084
Local & Global Solutions Specialisst
JSE Listed Company
2016 - 2018
FNB Wealth & Investments
FNB Fiduciary Advise
Fiduciary Specialist in the Fiduciary Support Team reporting to Anne Klein
Training, technical update, public speaker
Breytenbach Cross Border Advisory
Stellenbosch, South Africa 7600
Exchange Control & Master Tax Practitioner (SA)
Advisory Firm -Tax, Exchange Control, Migration
2014 - 2016
Hugo assists individuals or companies, directly in association with several small and medium sized local and internationally linked audit, law firms, wealth managers and migration lawyers servicing their international client base.
These services include:
• Cross-border Exchange Control application for individuals emigrating as well as for small- and medium-sized businesses entering the international market;
• Double tax treaty compliance
• Advice on the legal and compliant use of South African and internationally owned intellectual property, such as trademarks, software licenses and franchise agreements.
• Assistance to small and medium-sized audit firms with tax advice and to resolve tax disputes, including VAT.

His client based includes many fellow South Africans dispersed around the world as well as new immigrants to South Africa, be it as investor visa or retiree visa immigrant or as seconded executive. Both those who left with nearly no cash as well as high net worth individuals leaving their home country or returning to their roots, or merely departing on secondment to fill appointments as business executives, academics or diplomats.

Using modern technology such as Skype, and other VOIP devices, he can assist his clients around the world from his offices in the Wine lands, as though they were together in the same boardroom. From his office, Hugo professionally attends to his international clients on a daily basis, wherever they may reside or trade

Education

B.Acc, Accounting. Auditong 1984
University of Pretoria
Pretoria , Gauteng, South Africa
MST, Indirect Taxes 1993
University of Pretoria
Pretoria, Gauteng, South Africa
M.Com (Tax) is the South African Equivalent
Lectured cross border tax in the UK and USA for Expat South Africans
Guest lecturer TUKS or CPE Pretoria for Advance Trust Law Post Graduate Certification - students all lawyers and accountants

Professional Certifications

CA(SA)
Active
1986
Master Tax Practitioner
Active
2010
PR-8C200C1 SARS Tax Practitioner
Active
2009
TEP (STEP.ORG)
Active
2013

Associations and Societies

  • SAICA www.saica.co.za (Served on Tax Advisory Committee )
  • The SAIT - SA Institute of tax practitioners (Master Tax Practitioner Member 10863551 )

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