In South Africa, a trust is a practical, legal way to manage assets for the benefit of others. Offering unique tax benefits if utilised correctly, navigating the complexities of trusts…
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If you’re a South African expat living abroad with loved ones back home, you might be wondering how best to provide for them when you’re no longer around. This article…
Leaving South Africa for a new adventure is exciting, but worrying about your hard-earned assets and investments can dampen your mood. This guide explains what happens to your assets when…
Trusts have been used in South Africa since the 1800s, and became a popular way to manage assets, given that they offered a variety of benefits including asset protection, tax…
In the past, exchange control policy relating to distributions from an inter vivos trust were complex and restrictive, which meant that the processes involved in transferring money out of South…
Last month on our blog, we covered inter vivos trusts and what they’re used for, while taking a look at the exchange control implications for offshore beneficiaries. This time around,…
Financial planners and their clients have, as part of the estate planning process, been using interest free loans (or loans at very low interest rates) for a long time to…
If you are a beneficiary of an inter vivos trust in South Africa, and you’ve got plans to emigrate abroad or you recently relocated abroad, you probably have a few…
Trust distributions to beneficiaries living offshore can be particularly complex, but it is in your interest to know what the legal requirements are when the beneficiary of an inter vivos…
As a farmer, you truly understand the concept of trust, perhaps more than the average South African. Living with uncertainties is a daily reality for you and your loved ones,…