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Trusts and Estate Planning

The vast majority of South Africans should not form a family trust. They fall into five categories. So, if you fall into any one of these groups, don’t waste your time, energy and money.

Don’t form a family trust if –

  • You are not expecting to be reasonably wealthy (having income producing investments of R12m upwards) by the age of 65.
  • You don’t care if SARS takes between 32% and 60% of your wealth when you die.
  • You don’t care about protecting your legacy.
  • There is no possibility of your creditors attacking your assets.
  • You cannot afford the fees to pay for a professionally designed Trust Deed.

If, on the other hand, you don’t fall into any of the above categories, then the sooner you get started the better.

Need help with your Investments?

Contact us today or set up a free meeting with our CEO, Derek Springett, to discuss your options. We have been offering expert financial advice and business services since 1971. You can also visit our online store to see our list of financial services.