Specialised Trust Accounting Services and assistance is just one of the valuable services we offer our clients. We pride ourselves on reliable and up-to-date trust accounting and personalised service to meet our client’s unique needs. If you are thinking about setting up a Trust, it would be beneficial to consider setting up an inter vivos trust.
What is an inter vivos Trust?
This Trust is set up for the benefit of the trust’s beneficiaries and can achieve specific estate planning, asset protection, and limit estate duty liability. The Trust assets and administration duties are managed by the appointed trustees as per the deed.
The parties to the Trust
Typically, there are three parties involved when setting up an inter vivos trust:
What assets can be held in a Trust?
The benefits of an inter vivos Trust
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.
Let us assist you with: