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Estate planning using a Trust
One of the ideas of estate planning is to limit estate duty, which is 20% on the balance above R3,5 million.

A vehicle to use is a Discretionary Inter Vivos Trust, meaning you create the trust when you are still alive, and the trustees decide who of the beneficiaries can get distributions.

Do you think it is a good idea to join the Investment Club in the name of the Trust, and not in your own name?

One of the down sides of a trust is it you should not manage it as if it was your own, so there must be an independent trustee and proper meetings with minutes should be kept.

Any input or ideas?

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