A trust is not something you set up and forget.
A trust needs records, admin and tax returns every year. We keep yours in order.
Trust support
-
Checking if a trust makes sense for you
-
Preparing the documents to register it
-
Dealing with the Master of the High Court
-
Updating trustee details
-
Keeping trust records up to date
-
Annual financial statements
-
SARS registration and tax returns
-
Trustee resolutions and record-keeping
-
Beneficial ownership register (who benefits)
-
Working with independent trustees
Accredited professionals using industry-leading software:
Where an attorney comes in
Legal drafting and legal advice are separate. For a custom trust deed or complex estate planning, you'll need a qualified attorney.
Frequently
asked questions
Can you register a trust?
Yes. We handle the admin and paperwork. Legal drafting goes to an attorney.
Do trusts need annual accounting and tax work?
Usually, yes. A trust needs proper records, admin and tax returns every year.
Can you be the independent trustee?
We look at that case by case, and can work with an independent trustee for you.
