Trust Specialist

17/08/2020

http://dlvr.it/RdndCs

02/08/2020

https://www.capegazette.com/article/using-trust-protect-assets-long-term-care-costs/205908

Let’s start off by reviewing trusts in general. Simply put, a trust is a legal document, words on paper, drafted by an attorney. When signed by the maker of the trust, a legal entity is formed. That entity is managed by a trustee according to the...

22/11/2019

https://www.iol.co.za/personal-finance/is-there-such-a-thing-as-a-dormant-trust-37699552

People often refer to their trusts as “dormant”, that they do not need any work and on which they do not want to spend a lot of money to administer.

15/11/2019

https://www.iol.co.za/personal-finance/trustee-be-mindful-ofyour-mental-capacity-36869621

ALL ABOUT TRUSTS: When transferring assets to a trust, tax savings is not the only consideration.

29/09/2019

https://m.fin24.com/Money/Wills-and-trusts/6-ways-to-use-a-trust-in-estate-planning-20190929

It has become pricier to hold assets within a trust, but it's still a useful tool within estate planning.

07/08/2019

https://www.moneyweb.co.za/investing/property/congratulations-your-mortgage-arrears-have-been-extinguished/?fbclid=IwAR0wJmnWddoKjTwbgapNJAwxzg3u4n0COZpZLBNgMdqm3m7N_9h1w_LEh3M

It happened with last week’s interest rate change. SA’s banks disagree – but so did the Bank of Scotland before a court ruled against it. Logically, SA’s legal system should do the same.

28/07/2019

https://www.businesslive.co.za/money/2019-07-05-worried-about-being-in-trouble-with-sars-read-this/?fbclid=IwAR0I7tiRg9aQIJNQH5bzRRcSWXu9qEa_zTBvdMD0xO8k_hYdbdcIdfnV3fI

The voluntary disclosure programme offers a way to come clean and avoid huge penalties, but it needs to be done properly

28/07/2019

https://businesstech.co.za/news/business/330853/5-ways-you-can-legally-avoid-paying-more-tax-than-you-need-to/?fbclid=IwAR0Cr3pMTthSKfNHKv9RL5zoaAsCOKeb_LEuejE1OrJEJq30YJzlNPv1vLw

Tax filing season kicked off this month, so it is too late now to better this year’s return, but there is a way to make next year’s filing that much sweeter while also taking care of your future self, says Mica Townsend, business development manager at 10X Investments.