A South‑African trust can be a powerful vehicle for asset protection and estate planning – but only when it is transparent, compliant and well‑governed. Since 1 April 2023, sweeping amendments to the Trust Property Control Act 57 of 1988 have forced trustees to up...
Estate planning is not just about who inherits your assets; it’s also about how easily those assets can be converted into cash to settle debts, taxes, executor’s fees, and day-to-day expenses while your estate is being wound up. This ability to pay inevitable costs...
Trusts are widely used in South Africa to preserve family wealth, ring-fence assets from creditors, and provide long-term financial security for future generations. When executed correctly, a trust is a robust fiduciary vehicle that separates ownership (held by the...
You are sitting in the shade today because someone planted a tree a long time ago. -Warren Buffet Crest Trust was founded by Ian Brink on the 1st of July 2005 and celebrates its 20th year in the fiduciary industry as a well-established role player. Crest Trust was...
Having a watertight Will is the cornerstone of effective estate planning, but many South Africans overlook one powerful tool that can make a big difference to their legacy: appointing a trust as a beneficiary. A trust can safeguard assets for minor children, protect...
When it comes to estate planning, one of the most important considerations is understanding estate duty. In South Africa, estate duty is a tax that can significantly impact the value of an inheritance. While often overlooked, proper planning around estate duty can...
