1 reviews | Active since Sept 2023
Interested withheld of inheritance
Well, upon doing my tax returns this year I went to SARS to do my return just to find out I owe R48150, when questioned I was informed that the 3rd party claim which is Alexander Forbes logged a IT3b on my returns, which means, I received inheritance from my late Dad and was taxed before receiving it, but the interest grew on their account which I never received but I'm liable to pay the tax. I was taxed before receiving my inheritance, why should I be kept liable for the interest they accumulated. Upon investigating I reached out to an accountant to do my SARS and investigate, they also stated the same that Alexander Forbes needs to sort it out as they filed an IT3b on my return. I have questioned Alexander Forbes since the 8th and finally last week I was informed that they investigating. I then requested the IT3b but up to date I still haven't received it, as I want to see the interest they kept for themselves. I mean, it was my dad's money, why are u keeping the interest, it doesn't belong to u. R23800! My question is for how long has this been going on and to how many people who have passed on, but no one noticed.
I want this sorted, or I will make this complaint viral and take it to the Media.
At Alexander Forbes, our clients are important to us and I am sorry to learn that you’re dissatisfied with our service. Thank you for taking the time to bring this to our attention.
We hereby acknowledge receipt of your complaint and apologies for the inconvenience caused.
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Kind Regards
Customer Insights and Escalations
At Alexander Forbes, our clients are important to us and I am sorry to learn that you’re dissatisfied with our service. Thank you for taking the time to bring this to our attention.
We hereby acknowledge receipt of your complaint and apologies for the inconvenience caused.
We will investigate your query and provide feedback with the contact details provided.
Kind Regards
Customer Insights and Escalations
