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...
Bequeathing fixed property—such as a home, farm, or commercial building—is a significant aspect of estate planning in South Africa. While it may seem straightforward to leave property to a loved one in your will, the process involves several legal, financial, and...
