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  • Can a trust really help you protect your generational wealth?
  • Can a trust really help you protect your generational wealth?
    To find out if trusts can help you protect your family's financial situation after you're gone, Aiden Sookdin spoke to one of the foremost trust experts in South Africa, Albert Vorster, Senior Fiduciary Specialist at Momentum Trust Limited. Here's what you need to know...   Albert agrees that trusts are still relevant for effective estate planning, asset protection and generational continu... ››› more
  • [10 May 2016]
  • The number one wealth preservation rule: Protect your assets
  • No matter what you financial situation is, there's nothing more devastating than seeing the Sheriff auctioning off your business, home and other assets because you lost your job or a business venture you put your heart, soul and life-savings into went bad. That's why it's vitally important to make sure your assets are protected from creditors in the event of any unforeseen eventuality like inso... ››› more
  • [06 May 2016]
  • How to find the best unit trust
  • Unit trusts are solid investments. They deliver safe, long-term gains and take the worry of investing your money off your shoulders. But what makes a good unit trust? Let's take a closer look at what you should be looking for when deciding on a unit trust investment. It all starts with what you want...   Before you invest in anything, you need to know what you expect to achieve from ... ››› more
  • [05 May 2016]
  • Four benefits that could make trusts your perfect investment solution
  • The best legal way to make sure you don't lose your money is to distance yourself from it. Let me explain... Putting your assets into a trust means that you don't personally own them anymore. The assets are held in trust for the benefit of the beneficiaries. The trustees simply manage these assets. When everyone involved signs this contract the Mater of the High Court registers the trust. ... ››› more
  • [05 May 2016]
  • Why you should set up an Inter Vivos Trust
  • Estate planning is an aspect of life that many people don't make time for. But by ensuring you plan your estate well, it can make things a whole lot easier for you and your family. One essential estate planning tool is an Inter Vivos Trust. So what is an Inter Vivos Trust? And why should you consider setting one up? Read on to find out… What is an Inter Vivos Trust? An Inter Vi... ››› more
  • [21 September 2015]
  • Estate planning 101: What type of Inter Vivos Trust is best for you?
  • One way to protect your assets from creditors and to easily pass on your assets to your beneficiaries is to set up a living Trust, otherwise known as an Inter Vivos Trust. There are two different types of Inter Vivos Trusts. So what are the differences between the two? And which one is your best option? Read on to find out… What is an Inter Vivos Trust? An Inter Vivos Trust is... ››› more
  • [16 July 2015]
  • Why you should consider setting up an Inter Vivos Trust
  • If you're looking for a way to protect your assets, setting up an Inter Vivos Trust is well worth considering. An Inter Vivos Trust has a number of benefits. Read on to find out what these are… What is an Inter Vivos Trust? An Inter Vivos Trust is a Trust you set up while you’re alive. This type of Trust is different to a Testamentary Trust, which is a Trust that comes into effe... ››› more
  • [15 July 2015]
  • Financing planning 101: How to name and register your Trust
  • If you've decided to hold and protect your assets in a Trust, there are two important things you need to do. Firstly, you need to give your Trust a name. And secondly, you need to register your Trust. So how can you go about this? Read on to find out… How to pick a name for your Trust You can name your Trust whatever you want to. Whilst you may want to give it your family name,... ››› more
  • [10 July 2015]
  • Three reasons why you should hold your assets in a Trust
  • One of your top priorities when it comes to your financial planning should be protecting your wealth. No-one knows for certain what lies ahead, so it's vital to take steps now to protect your assets. And one option you have is to hold your assets in a Trust. So why should you consider holding your assets in a Trust? Read on to find out… Why you need to protect your wealth I... ››› more
  • [05 March 2015]
  • CGT, estate planning and retirement: How to make it all work for you
  • When it comes to your retirement, one of the things you need to consider is how you'll plan your estate. But here's the thing most people don't realise, Capital Gains Tax (CGT) places a big spanner in the works for doing this. And that's why you need to explore the tax effects of CGT on your estate plan. But to do that, you first need to know which assets CGT affects and which ones it doesn't… ... ››› more
  • [17 March 2014]
  • Make sure you have a Testamentary Trust clause in your Will
  • It can be difficult contemplating your untimely passing, but it's crucial you make provisions for the event, just in case. You don't want the government taking control of the funds until your dependants reach 21, and with that, taking its cut of taxes. Here's why you should have a Testamentary Trust clause in your Will… If you have young children and you run your affairs in your name, it’s i... ››› more
  • [15 July 2013]
  • Don't risk your fortune on true love like JLo, use a Trust to protect your assets!
  • It's emerged that Jennifer Lopez won't draft a prenuptial agreement if she marries again despite her multimillion dollar fortune. Big mistake! After all, the singer has been divorced three times already. But prenuptial agreements aren't the only way you can protect your assets, a Trust is perfect for the job. If you have one and your marriage breaks down, your assets WILL be protected… Jennife... ››› more
  • [03 July 2013]
  • Three reasons why you should set up a Trust: The ultimate solution to estate planning
  • When it comes to estate planning, it can be easy to put it off. After all, your death isn't the easiest thing to consider. But if you sort out a Trust, there are benefits you can take advantage of immediately. It's important to ensure that you protect your assets and legally pay less tax… When it comes to planning for the inevitable, most people arrange the disposal of their estate via a Will.... ››› more
  • [19 June 2013]
  • Do your Trustees know their duties?
  • While having a Trust is a significant step towards protecting, growing your assets and saving money on estate duties and taxes, how your Trust is managed by Trustees is equally important. That's why the most important thing is explaining all the risks and liabilities to your prospective Trustees before they agree to act on the Trust's behalf. Read on to find out what your Trustees' duties are, so ... ››› more
  • [23 May 2013]
  • The problem with having a Will
  • Estate planning is the process of anticipating and arranging for the disposal of assets in an estate. The goal is to eliminate uncertainties over the administration of an estate. While estate planning has many benefits like protecting your assets from creditors in the event of insolvency, disability or divorce, it's almost impossible to reap all the benefits when you run your financial affairs in ... ››› more
  • [21 May 2013]

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