Trust & Estate Services

A trust should be an integral part of your overall financial plan. It can help serve as a cornerstone for preserving and growing your wealth, as well as for retirement and estate planning. Trusts can also provide ongoing financial security, as well as protection from Creditors, for you and your dependents.

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Trust Management

Effective trust planning, management and administration can be an extremely complex matter. It is of utmost  importance to ensure that a Trust is administered correctly in order to reap the full benefits of the Trust structure. Failing to administer a trust correctly can create an onslaught of unwanted Income tax, Estate Duty implications as well as personal liability for financial losses to the Trust.

At TLi we create various different trusts based on the client’s needs:

  • Inter Vivos Trust
  • Testamentary Trust
  • Special Trusts
  • Business Trusts
  • Charitable Trusts

Advisory Services

The TLi Advisory Services include the following:

  • Drafting of Trust Deeds
  • Ensuring that the provisions of the trust deed are complied with and upheld at all times;
  • Ensuring that all the trusts’ statutory requirements are complied with;
  • The preparation and maintenance of a trust asset register;
  • The recording of the minutes of trustee meetings and investment decisions;
  • The maintenance and safekeeping of the minutes book;
  • The drafting of special resolutions and making any minor changes to the trust deed;
  • The drafting of loan agreements;
  • Advising on the trust and ensuring that the trust is being utilised as an efficient estate planning tool;
  • The creation of Wills that are synchronized with current Trusts;
  • Review of Wills to ensure that they are current and appropriate;
  • The creation of Letters of Wishes to compliment Trust structures.