RTA

Estate Planning

Key Developments in the Regulatory Environment Governing Trusts

The Vital Role of Independent Trustees and Compliance Over the years, the regulatory environment governing trusts in South Africa has become increasingly complex, resulting in a growing administrative burden for both trustees and beneficiaries. Below we discuss some of the key developments that have amplified the complexities. These requirements have been implemented to enhance transparency, …

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How trusts preserve generational wealth

The estate duty savings are compounded over several generations Articles on trusts are often aimed at settlors or donors to highlight the benefit of trusts and the role they play in estate planning at the ‘first-generation’ level.  In this article, the author aims to illustrate to second-generation beneficiaries the effect of the decisions their parents …

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