- The founder/settler or donor
- The trustees
- The beneficiaries
- Land or immovable property
- 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.
New Era for Trust Reporting RequirementsSARS has officially broadened its third-party reporting requirements to encompass trusts. This was communicated in a Government Gazette notice...
Understanding Trust Beneficial Owner DeclarationsNew regulations were introduced on 1 April 2023 that impact trusts, their beneficial owners, and accountable institutions. These...
Trusts In The SpotlightTrusts have long been in the spotlight for criticism of the alleged use and abuse of these systems as a front for money laundering. A recent amendment in South...