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Inter Vivos Trust

  • 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]
  • 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]
  • Ensure you have these bases covered in your estate planning
  • Over the years, you'll likely build up the assets you hold. This could be property, investments in shares, jewellery and other items of worth. Whatever you have, it's important you think about estate planning. Estate planning is about sorting out what will happen to your assets when you pass on. So what are the major things you need to consider with estate planning? Read on to find out…... ››› more
  • [10 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]
  • Keen to start your own property investment business? Here are four ways to do it…
  • If you want to make investing in property a business, you have a number of options. As well as investing as an individual, you can look at a partnership, a trust and a company. So what are the main differences between these options? Read on to find out… Four ways to start your own property investment business #1: Investing in property as an individual If you’re new to pr... ››› more
  • [30 January 2015]
  • Why you need to have at least three Trustees managing your Trust
  • 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. Read on to discover why you need at least three Trustees managing your Trust. Even though the laws that govern Trusts say it’s acceptable to have only one Trustee to manage and look after your Trust, it’s ... ››› more
  • [20 May 2013]
  • Naming and registering your Trust? Use these two tips
  • Holding assets in a Trust is considered one of the most effective wealth protection strategies. In South Africa, an average of 10,000 new Trusts are registered at the Master of the High Court in Pretoria each year and it's believed most of the wealth of our country is held in Trust. Read on to discover two tips you can use when naming and registering your Trust to protect your wealth. As far as... ››› more
  • [17 May 2013]
  • Consider these two options if you want to invest in property
  • Did you know that property is one of only three time-tested ways to make money? The other two options are starting your own business as an entrepreneur and investing in shares, bonds and derivatives. So why property? It's an investment that's relatively low risk compared to shares and derivatives. And it's far less work than starting and running your own small business. Read on to discover two pro... ››› more
  • [06 May 2013]
  • What's the difference between a Testamentary Trust and an Inter Vivos Trust?
  • If you die today, what would happen to your family? If you become bankrupt, what would happen to your house, your savings, your business…? Are you willing to just give them all away? I bet you're not. That's why, it's so important to consider wealth protection as part of your wealth plan. Luckily, it's easy to protect your wealth with a Trust! But which is better: A discretionary Trust or a non-... ››› more
  • [25 February 2013]


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