• PROTECT YOUR
    LOVED ONES

Trusts

You can choose to manage the trust yourself, or you can assign an individual or entity, known as a trustee, to manage the entity on your behalf.

  • Do you have a discretionary, special or Establishment Trust?
  • What are the Rights of a Trustee?
  • Who are Income and capital beneficiaries and how are the rights divided and also in respect of descendants, death and divorces?
  • Are there testaments reserved that may result in the trust's assets being included in your own? Taxation in Trusts
  • Trust Control Act, NO.57 of 1988
  • The implication of Article 7C.
  • Transfer duty.
  • Does your trust deed address your needs, when last was your trust is audited to adapt to new legislation/tax?