Can a trust still be used as an estate planning tool?

A vexing question that gets asked frequently is whether a trust can still be used as an estate planning tool.

There is no doubt that the South African Revenue Services have targeted trusts to collect their ever-depleting resources.

This is by inter alia increasing the inclusion rate for capital gains made by a trust.

We believe that trusts can still fulfill a role in estate planning.

Please contact us to review your trust instrument to ensure that it is still compliant with the latest South African legislation and legal precedent.