CREATE, PROTECT & GROW YOUR WEALTH
Trusts & Estate Planning
IGrow Trusts has a national footprint, and is part of the IGrow Group of Companies. We provide financial services relating to trusts, accounting, wealth management, educational events and property investments.
IGrow Trusts specialises in property investments, asset protection and estate planning, by implementing trusts as well as corporate and commercial structures. Properly administered trust and company structures provide for optimised tax benefits, wealth creation and risk mitigation.
Our aim at IGrow Trusts is for investors to control all their wealth in trusts and company structures, rather than to own assets in their personal capacities. The objective for investors is to ensure financial freedom and more importantly, to enjoy peace of mind while creating and protecting their hard-earned money, ultimately leaving a legacy for their loved ones.
IGrow Trusts is always at the forefront of our industry and is continually looking for more strategic and comprehensive solutions for our business owners, property investors and entrepreneurial clients.
IGrow Trusts is the primary provider of trust and company structures in the buy-to-let market, servicing close to 30 000 property investors across South Africa.
The following key professionals manage the IGrow Trusts team:
Daniël Coetsee Trust Attorney - Cape Town
Daniël graduated with a BCom LLB from the University of Stellenbosch and is currently the Manager of IGrow Trusts (Pty) Ltd. Daniël’s passions are Property Law and Mediation and he is a CEDR (UK) accredited Mediator.
Jolandi Vermeulen Trust Attorney - Pretoria
Jolandi is a fiduciary practitioner dealing with trusts, tax, estates, estate planning, wills and general commercial legal advice.
Leave a Legacy for Your Loved Ones
All paid-up assets will be structured in your Family Trust, also known as a wealth protection structure. The trust deed is the contract that dictates the relationship between you, as the founder, and the trustees.
A Property Share Trust is established to hold shares in a property investment company The benefits of having assets registered in a Property Share Trust will ensure complete peace of mind for property investors..
The shares in a company can be held in a trust and, in the event of death, those shares will not be included in the calculation of estate duty as part of the individual’s estate. Experts agree that it would be better to place shares into a Shareholding Trust to eliminate the business value and capital gains tax liability, being included in an estate.
Last Will and Testament
A last will and testament is a legal document that details how your estate should be divided when you pass away. It sets out:
By making sure that your last will and testament is in place, valid and up to date you can:
We can help you to draft your last will and testament, making sure that it meets all legal requirements.
One of the primary advantages of a living trust is that it offers you tax-efficient management and control of assets during your life and 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 of up to 35% on death can be saved, including:
Bank accounts and cash reserves will not be frozen during the winding up of the estate, which can take up to two years. A trust will ensure immediate access to capital and income after death.
Protection of minors. In South African law, a minor cannot be the registered as owners of property, therefore the asset is liquidated and the proceeds invested in the Guardian Fund. Assets are also protected against spendthrift children.
Company registration services offered:
Creation of a trust or will couldn’t be easier.
Contact IGrow Trusts for a face-to-face or telephonic consultation.
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Fill in the relevant application form.
Provide the necessary supporting documentation, such as proof of ID, etc.
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Commitment to Service Excellence
The IGrow Group of Companies has positioned itself as the top service provider and Property Investment company in South Africa. Having educated over 80 000 clients and assisted 5 000 investors in building wealth through property.We are committed to educating, advising and guiding our investors every step of the way and our HelloPeter reviews showcase the results and service excellence we provide to our clients.
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Our qualified team of property investment specialists, financial advisers and trust attorneys will be able to guide you every step of the way.