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To speak to us, call us on

087 736 3555

or email us at

fiduciary@fnb.co.za

Trusts


A wise way to protect your assets


Trusts are used as an effective estate planning tool to protect assets, on behalf of minors and other beneficiaries. FNB Fiduciary offer trusteeship services for Living and Testamentary Trusts and in collaboration with FNB International Trustees, offer trusteeships and trust planning in offshore trusts.

 


Why you need a Trust


A Trust allows for

  • The smooth transfer of wealth from one generation to the next (or even multiple generations)
  • A flexible estate planning tool allowing for the limitation of assets held in one's personal capacity
  • The separation of the ownership and use of assets
  • A useful tool to manage and protect the interests of minors and beneficiaries who are incapable of dealing with their own financial matters
 

Factors to consider


  • There are different types of Trusts. You need to ensure that your Trust structure suits your unique personal needs
  • Creating a Trust to look after the interest of your minor children could be as easy as drafting your will and including a provision for a Testamentary Trust
  • Nominating skilled trustees is very important to ensure that the Trust is managed according to current legislation and best practices
  • Trustees need to stay abreast with ongoing legislative changes
  • Trust planning is complex and it is suggested that you consult with an FNB Fiduciary Specialist to understand what the best solution for your specific need is
 

Trusts


Getting advice made easy

Qualifying criteria

South African citizen or permanent resident

How to get it

Call me back

Other ways to apply

You can call us
You can email

Documents needed

South African ID book/card