Tag - Trust


Moving Motor Vehicles To The Family Trust

By Jameel Dalvi (Group Director) The purpose of the Family Trust is to own all paid-up, risk-free assets. These include furniture, motor vehicles and certain investments (non-property). The Family Trust also represents the centre-point of a structured Last Will & Testament and Life Insurances. Unfortunately, unlike furniture which is quick and easy to transfer to …


Conduit Principle (Article In REIM)

By Anthea Dryden (Group Director) We have always been at the forefront of Trust knowledge and advisory, and one of our primary objectives is to share our knowledge as far and wide as possible. Therefore it was with great appreciation when the editor of Real Estate Investor Magazine requested that we contribute to their publication. …


Black Friday – 71% Discount On Trust Formation

By Anthea Dryden (Group Director) Ridiculous savings on so-called ‘Black Friday’ seems to be gaining momentum in South Africa. Companies that offer professional services and products however do not seem to be interested in this phenomenon, but FinServe is unorthodox. Therefore, in celebration of the ‘Black Friday’ craze, we are proud to announce that we …


Trust Conduit Principle Under Threat?

By Michael Dryden (Group Director) Over the last few months, we have received several queries regarding the possibility of the tax authorities making changes to the ‘Conduit-Principle’. The Conduit-Principle is a method typically used to reduce tax payable in a Trust by shifting the tax burden to the beneficiaries of the Trust – understanding Tax …