In South Africa, a trust is a practical, legal way to manage assets for the benefit of others. Offering unique tax benefits if utilised correctly, navigating the complexities of trusts…
Death, while something we strive to avoid, is an inevitable part of life. Dealing with the complexities of a deceased estate is challenging in itself. However, if you are a…
If you’re a South African expat living abroad with loved ones back home, you might be wondering how best to provide for them when you’re no longer around. This article…
In the past, exchange control policy relating to distributions from an inter vivos trust were complex and restrictive, which meant that the processes involved in transferring money out of South…
Cross-border inheritances can feel complicated. That’s why we’re stripping away all the legal jargon and discussing testamentary trusts in straightforward terms – to make it easy for everyone without a…
The current political and economic climate in South Africa has made it increasingly important for taxpayers to consider ways of safeguarding their wealth. In the face of the country’s instability,…
Recently on our blog, we unpacked four important facts about distributions from South African inter vivos trusts to non-resident beneficiaries. Now, we’re going to discuss the processes that need to…
If you are the beneficiary of a South African inter vivos trust living abroad, there are some important things you need to be aware of in order to stay on…
Trust distributions to beneficiaries living offshore can be particularly complex, but it is in your interest to know what the legal requirements are when the beneficiary of an inter vivos…