A residential trust is a trust that owns or holds rights over a home or other residential property for the benefit of one or more people. In South Africa, this is usually a discretionary family trust that either acquires a primary residence, holds an investment flat,...
A Will is the single most important document in your estate plan. Yet many South Africans still pass away without one—or with a document that looks like a Will but fails on the technicalities. This guide explains the legal requirements when drafting a will in South...
South Africans often use family trusts to protect assets, provide for children, and manage inter-generational wealth. A common technique is to move assets into a trust by selling them to the trust on credit, or by advancing cash that the trust will repay over time....
No one enjoys thinking about the costs that arise after a death, but careful planning for estate expenses is one of the biggest gifts you can leave your family. In South Africa, the administration of a deceased estate triggers a sequence of fees, taxes, professional...
A well-structured trust can preserve family wealth, protect vulnerable beneficiaries, and deliver tax and governance benefits that last for generations. At the heart of every successful trust is a competent board of trustees. Increasingly in South Africa, that board...
