Trust Formation & Administration

We guide individuals and families through the process of establishing and managing trusts to protect assets, plan estates, and ensure intergenerational wealth transfer.

Our trust services are tailored for compliance and long-term security.

Trust formation and registration with the Master of the High Court

We handle the full setup process and register your trust with the Master, ensuring legal compliance from day one.

Drafting of trust deeds aligned with estate planning goals

We draft custom trust deeds that reflect your estate goals, asset protection needs, and long-term intentions.

Appointment of trustees and beneficiary structuring

We guide you in appointing trustees and structuring beneficiaries for clarity, compliance, and future flexibility.

Ongoing trust administration and record keeping

We maintain accurate records, minutes, and administration to keep your trust fully compliant and up to date.

Submission of trust tax returns (IT12TR) and SARS compliance

We file annual trust tax returns and ensure full SARS compliance, avoiding penalties or delays.

Annual trustee resolutions and statutory reporting

We prepare yearly trustee resolutions and reports to meet all legal and regulatory requirements.

Assistance with integrating trusts into business or property structures

We help you embed trusts into your business or property setup to protect assets and support long-term growth.

Why Work With Us

Trusts are powerful tools but only when designed and managed correctly. Our approach is legally sound, transparent, and built for long-term protection. We aim to:

Structure trusts aligned with your family and estate goals.

Ensure full compliance with SARS and the Master’s Office.

Reduce exposure to estate duty and asset risk.

Maintain proper records and reporting year after year.

Individual EXPERIENCE

Clients Re-Structured

Client Retention rate

Trust + Entity Managed

Audit-Pass Record

Empower Your Finances with a Compliant, Optimised Tax Strategy

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