Cheryl Howard qualified as a Chartered Accountant at Deloitte. Her professional career remained with Deloitte and Kessel Feinstein (now SNG Grant Thornton) in their respective Private Client tax departments. In 1994 she joined BoE Private Bank, managing the Private Client, Deceased Estates and Fiduciary businesses for the Johannesburg office.
In 2000 she formed her own multiple family office practice, focusing solely on high-net-worth clients, attending to the administration of their tax, estate planning and fiduciary requirements.
Cheryl sold her business in 2018 to an international fiduciary company, managing their South African office until the end of 2020. After an almost three-year sabbatical, Cheryl has re-commenced her Family Office Practice with the same professional service offerings as before, with a small team of professionals.
She is also involved in various coaching and training projects within the family office, tax and accounting, and fiduciary sectors. Using her 30 odd years’ experience in high-net-worth client consulting and client relationship management to develop teams and professionals wanting to specialise within family office planning and the high-net-worth client. Sharing practical experiences and family planning stories while giving the professional a practical toolkit to build upon their technical studies. Basically to nurture and refine the consultant to be client centric while providing best advice.
Cheryl has both presented on and written articles for various professional bodies, media and journals on family office planning and its dynamics. She has appeared on TV and radio discussing various aspects of estate, tax, and financial planning.
She has been a past Board member of the Fiduciary Institute of Southern Africa (FISA) and Society of Tax and Estate Practitioners (STEP) as well as a task team member on various SARS / Treasury projects.
Event | Start Date | CPD Hours | Status |
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Practical Guidance: Completing the New ITR12T | 08 August 2024 | 2 Hours |
Buy Recording
|
Application of Attribution Rules for Trusts | 18 June 2024 | 2 Hours |
Buy Recording
|
Taxation of Trusts | 09 April 2024 | 4 Hours |
Buy Recording
|
Title | Hours |
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Practical Guidance: Completing the New ITR12T | 2 |
Application of Attribution Rules for Trusts | 2 |
Taxation of Trusts - Part 2 | 2 |
Taxation of Trusts - Different Types of Trusts | 2 |