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What are the
Benefits of a trust?

Our primary goal is to get all our clients to OWN NOTHING, because if you own nothing there is nothing to lose.

Estate Planning

One of the primary advantages of a living trust is that it offers you tax-efficient management and control of assets both now and also after your death. The growth in your estate is “pegged” and the value will increase in the trust. A trust creates an entity that owns assets outside your personal estate, consequently excluding these assets from estate duty.

Taxes and costs amounting up to 35% can be saved through proper structuring, as an individual will be liable for the following costs and taxes upon death:

  • Estate Duty (20% of Estate).
  • Capital Gains Tax (16,4%).
  • Executor's Fees (at 3,99% of the Gross Estate). This is a particularly unnecessary and avoidable tax. Executor's fees are calculated on the gross value of an estate and deducted before any other expenses.
  • Conveyancing fees on immovable property.
A trust will ensure uninterrupted access to capital and income after the death of an individual. Bank accounts and cash reserves of the trust will not be frozen during the winding up of the individual's estate, which can take up to two years.

Risk Planning

Through proper structuring, protection of assets against creditors can be achieved.
The major risk categories are:

  • Financial risk
  • Business risk
  • Personal risk
  • Family/Divorce risk

Leaving a Legacy

A trust is an entity that will “outwit, outplay & outlast” you, and will not terminate even upon your passing (unless decided by the trustees). It can therefore own properties and assets for generations, and then pass this portfolio of assets to the next of kin or heirs tax free.
In conclusion, to protect your accumulated wealth, contact us to assist in planning your lasting legacy.

Leaving a Legacy

There are many tax advantages to properly structured entities. Please contact us for tax structuring advice based on your personal needs.

Trust Focus

  • 7B World House, Loerie Park, Paul Kruger Street, Durbanville, Cape Town
  • Tel: +27 (0) 21 979 2501
  • Fax: +27 (0) 21 979 2505
  • Email: johan@trustfocus.co.za
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  • Discover our unique breakthrough strategies of financing multiple investment properties