Trusts and trusteeship

Our professional trustee services can alleviate the stress and burden of dealing with trust administration. Our experts work closely with all concerned to ensure your trust meets the objectives and needs of the beneficiaries.

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What a trust can do for you

Trusts can help you achieve essential estate planning and wealth transfer goals such as long-term legacy planning, family well-being, and charitable giving. We set up a variety of trusts and administer them for you.

When to consider setting up a trust

Young professional

As you begin your career and establish your financial standing, it's important to consider legal structures where you can keep your assets in while they grow.

Investing assets where protection from creditors might be a consideration
Exponential growth in assets and the possible tax implications at death or sale thereof

Whether or not a trust makes sense will depend a lot on your unique situation, your goals, and what you want. Contact us so we can unpack this with you.

For your family

A trust can be a good idea if you want to make sure that your loved ones are taken care of, even after you're gone, or if you just want to plan for your children's future.

Saving for your children's future education within a trust
Housing certain assets within a trust where the objective is to protect this for your children and/or your spouse
Protection of assets when you are not there to provide the necessary guidance and support on financial matters
Safeguarding assets from mismanagement by beneficiaries and/or guardians

There are many reasons to consider a trust when planning for your family, get in touch and we can unpack this with you.

Loved ones with special needs

One of the biggest worries for a parent is whether your children will be cared for and supported after you die. If you have children or loved ones with special needs, you might need to look into a trust to safeguard the assets.

A special trust can be established for a disabled person while you are still alive or stated in your Will as a testamentary trust once you die
A special trust can provide you with peace of mind knowing that your child or dependant will be cared for when you are no longer there, plus it receives tax benefits not applicable to other trusts

To find out more about special trusts, get in touch and we will unpack it with you.

Your business legacy

When starting a business, it is critical to evaluate the business structure or entity from which the business will operate. Each business entity or model has its own set of advantages and disadvantages. It is crucial from the standpoint of risk and succession planning to conduct your business through the proper entity.

The correct structuring is a critical step. It is essential to ensure that the trust and/or company structures will continue to secure the family legacy for current and future generations.

Whether you are establishing a business or need to explore continuity planning for your existing business, get in touch and we can unpack your needs.

Retiring and your legacy

When you retire, you may be able to withdraw a lump sum from your retirement annuity, employee pension fund, or any other long-term structured option. It is vital to manage your investments during retirement to ensure that your retirement savings match your needs.

Alternative structures to protect your retirement payouts - whether this includes creditors or ensuring protection for your children and grandchildren
This is especially important if you have young grandchildren and wish to give large sums of money to them as gifts or through your Will
Whether your descendants can manage their own finances and whether you would like certain assets to remain in your family for the next generation

Get in touch to unpack your needs and we can assist you.

Have offshore assets?

An offshore trust can help protect and manage your offshore assets.

Find out more

Find the right trust solution for you

The world of trusts is not a one-size-fits-all. Choose a trust that reflects your unique wishes for how your assets are handled now and in the future.

Family trusts

Family trusts can be used to protect family assets and reduce potential tax burdens at death.

Testamentary trusts

For protecting the inheritance of your heirs, including minor children.

Charitable/philanthropy trusts

To manage and receive donations to public benefit organisations by individuals or through corporate social investments.

Settlement trusts

Managing funds from court orders or other settlements, for example the Road Accident Fund or medical negligence claims.

Curatorship

Managing the assets of individuals that have legally been declared incapable of managing their own affairs.

Shari'ah-compliant trusts

Trusts that are created and managed whilst adhering to strict Shari'ah guidelines.

Offshore trusts

Flexible offshore managed estate planning structure, used to protect, hold and manage assets for the benefit of future generations.

Why choose us?

Client first focus

By building highly personalised relationships with mutual trust, we partner with our clients throughout their journey from wealth creation to wealth preservation.

Expertise

Access to a team of trust specialists with the necessary legal and tax expertise to navigate you through the complex trust landscape.

Nationwide support

With offices in all regions to support and advise you through the process.

Impartial

We shall remain fair and impartial while acting in the best interests of the trust and its beneficiaries.

Trusts and trusteeship

Get in touch and let our experts help you set up the right trust for your needs.

Get started

Need to know more or want to start the process? Let us call you back.

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Get in touch

Call us on 087 736 3555

Email us on fiduciary@fnb.co.za