We offer a unique client specific approach to trusts. We pride ourselves in our attention to detail and our personal approach when it comes to the needs of our clients.
We consult on various trust related matters that include but is not limited to, trust audits, health checks and legal opinions.
An estate planning session takes into consideration the clients’ assets and marital status and what options are available to the client depending on various factors, a strategy is then set out and we then do a quote on the implementation of such a strategy.
A starting point will always be to update a last will and testament and updating the beneficiaries on policies if needed.
| Assessment of client’s needs |
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Doing an estate plan with recommendations and plans of action |
| Assessing tax liability now and in future |
We provide trust administration services that ensure the trusts comply with the legislative and trust deed requirements which include but is not limited to:
| * Organising and conducting the annual trustee meetings * Drafting resolutions * Drafting and Reviewing of financials * Communication with the Master of the High Court * Drafting of trust related agreements * Managing trust bank accounts |
In South Africa it is a requirement that trusts have an independent trustee.
Through our comprehensive service offering we provide trust administration and independent trustee services.
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