Our fiduciary offering

Ensure the longevity of your wealth during and after your lifetime

Budget 2020
Download our handy 2020 Infographic and contact your wealth manager to find out how these changes may impact you.

Complexities linked to trusts, estates and the associated tax can have a significant impact on your wealth. To ensure you make the most of your money during your lifetime and that you leave the legacy you intended after your death requires careful structuring. Structuring your wealth is an essential part of our wealth advisory process. Our fiduciary experts pay close attention to developments in industry regulations and changes in legislation so you don’t have to. We focus on how these affect your wealth to ensure that you continue making the most of your money.

Our fiduciary services

We offer the following South African and international fiduciary services:

Advisory services	Estate and tax planning Wealth structuring advice Legislative and regulatory updates
Administrative services	Corporate trustee and trust administrative services Estates and executorship (South Africa only) Wills drafting and safe custody (South Africa only) Financial accounting and tax compliance

How our services give you peace of mind about optimising your wealth

Our dedicated fiduciary team will help:

Provide sovereign protection by housing your assets in an international trust
Protect your wealth from creditors
Ensure you benefit from South African and international trust and legislative requirements
Minimise the legal, compliance and general administration associated with optimising wealth in different legal entities across multiple jurisdictions
Give effect to your wishes in a disciplined and efficient manner and look after any vulnerable family members
Limit the impact of death on your loved ones from a liquidity and continuity point of view
Plan and manage the impact of costs, such as estate duty, and ensure that there is sufficient liquidity to meet such costs

Find out more about our internationally integrated wealth management service

Why our fiduciary offering?

Get expert, personal advice about how to structure your wealth according to your unique needs and circumstances
Benefit from a specialist fiduciary team who stays abreast of any relevant legislative, regulatory and compliance requirements that may affect your wealth
Have peace of mind that your wealth is optimised both from a South African and international point of view
It pays to speak to people who have been doing this since 1834
Meet all your wealth management needs from a single contact point – in addition to our fiduciary solutions, we can help you set up an integrated wealth management framework that includes banking, investment, stockbroking, international, philanthropy and insurance products and services, with the convenience of accessing all these services from one point of contact

Download the 2020/2021 tax guide here.

Budget 2020: How it may affect you.