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Trust Formation & Wealth Management

Trust Formation & Wealth Management

So you have assets that you want to protect...

NOW WHAT?

We can assist you in starting and managing trusts, helping you to plan your estate and manage your assets. Contact us today >>

Starting a Trust

Trusts are one of the most important tools in estate planning and asset protection. Anyone who accumulates wealth should consider forming a trust as early in their financial career as possible.

Family Trusts

Why start a Family Trust?

There are two principle reasons for setting up a family trust:
You should form a trust for:
  1. Estate Planning
    A trust is a valuable estate planning tool as when you die the trust does not die. This means that there is no Estate Duty payable on the trust assets and no CGT. These together would have wiped out about 1/3rd of your investments.
  2. Protection of Assets
    The assets of a well formed and administered trust cannot be attacked by creditors in the event of your bankruptcy.
Want to know more about trusts? Click here

Why choose Harbour & Associates for a Family Trust?

Harbour & Associates is an expert in the field of trusts, their formation, their management and their tax implications.
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As a part of our family trust service, we will:
  • Draw up a trust deed for you
  • Have it registered at the office of the Master of the High Court and thereafter act as one of the Trustees ensuring that all of the necessary steps are taken to minimise the trust's risk and taxes.

Ready to start your family trust?

Purchase Online Now

Or book your FREE appointment online.

Shelf Trusts

Need a trust in a hurry?

Harbour & Associates carries stock of inter vivos, discretionary trusts. As nobody is allowed to act on behalf of a trust yet to be formed, it is often a great advantage to be able to purchase an existing trust with its trust number available immediately especially if you are about to purchase an investment property.

Ready to purchase your shelf trust?

Purchase Online Now

What will starting a trust cost?

There is one fixed price which covers the formation of the trust or, with a shelf trust, necessary changes including change of trustees, beneficiaries and any other conditions of the Trust Deed.

Ready to get started with your family or shelf trust?


Purchase Online Now Or book your FREE appointment online
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Click here
 to buy a company from us, click here to buy a Trust from us or click here to get absolutely FREE, ONGOING business and Trust coaching, and tax advice from our CEO, Derek Springett Pr(Eng); CA(SA); Registered Auditor.

Memberships

South African Institute of Chartered Accountants. Designation CA(SA)  Internationally Accredited Financial MediatorsIndependent Regulatory Board for Auditors. Designation RA<Engineering Council of South Africa. Designation Pr(Eng) Member of MENSA, the High IQ Society

 

 

 

Find Us Here

Address: 1st floor, Gallagher School Building, 537 Lupton Drive, Midrand, Gauteng