TAX LAW, INVESTMENTS AND WEALTH PRESERVATION
We offer the following services:
• Designing, drafting, and amending pension plan documents to ensure they comply
with applicable laws and regulations, while also meeting the specific needs and
objectives of the pension scheme.
Advising on fiduciary responsibilities, including best practices for managing and
investing plan assets, and ensuring that fiduciaries meet their legal obligations to act in the best interests of plan participants and beneficiaries.
• Advice on tax issues arising from employee remuneration, including share
options, pension schemes and National Social Security Fund contributions
• Individual and corporate tax planning. This includes creation and operation
oftrusts and foundations, making of gifts, business and investment structures
and domicile, and estate planning
• Advice and representation on Local and Foreign Direct Investment as well as
Portfolio Investment in Kenya. In this regard we advise on the legal
requirements and the tax and other incentives availed to investors.
• Where taxpayers are the subject of investigation or prosecution, whether by the
Kenya Revenue Authority or any other taxing authority, we are available to
offer specialist support and representation in court. This advisory work
sometimes ends up in litigation but more often to negotiated settlements.