- The founder/settler or donor
- The trustees
- The beneficiaries
- Land or immovable property
- Investments
- Cash
- Collectables
- Jewellery
- Protection of assets from creditors
Protect your assets from potential creditors by placing ownership of these assets into the Trust. - Succession planning and continuity
A Trust can span multiple generations which allows for proper and seamless succession planning. - Flexibility and discretion
Assets can be managed in the best interests of the beneficiaries. - Tax planning
When properly set up, estate duty, income tax, transfer duty, donations tax and CGT can be mitigated. - Centralised management of assets
Centralised and controlled assets on behalf of beneficiaries who are unable to do so for themselves.
Speak to our tax experts before setting up a Trust to discuss your needs. We can advise and administer the tax implications on your behalf with our Trust Accounting Services division. For more on this service, visit https://www.mmsgroup.co.za/trust-services/ or contact us directly.
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