At last – a trust for the middle market

Why the Legacy Trust?

• Our client-centric approach means that clients experience a service that is efficient and accessible, with a state-of-the art contact centre and regional walk-in centres.
• Trusteeship - access to trustee services is available from experienced trustees with legal and fiduciary qualifications
• Communication – clients receive annual financial statements, an annual investment report, annual tax information if applicable and an annual newsletter.
• Benefits of scale – leading to reduced costs
• Strong governance – we ensure that the benefits promised in terms of the rules are actually delivered; that the benefits are optimal with minimal risks; and that the process of delivery of these benefits is credible and worthy of the trust of the beneficiaries
• Independent, best-of-breed investment managers – institutional investment fees are negotiated on behalf of beneficiaries, and an investment policy statement is in place. Investment allocations can be tailored to meet individual needs, or our default allocation model can be used.

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Think about it

The estate planning advantages of trusts are well known, but trusts have traditionally been beyond the reach of the man in the street. Where stand-alone trusts have been set up they are often unnecessarily expensive and a burden to administer.

Imagine a scenario in which your client is mentally incapacitated through an accident and their loved ones need swift access to liquid assets for their care. You can now nominate the Fairheads Legacy Trust to accept benefits from a disability policy.

Your client specifies a testamentary trust for their minor children in their Will – instead of a stand-alone trust, you can now nominate the Fairheads Legacy Trust to accept testamentary bequests.

There are many other uses. Speak to us now!

Contact David Hurford Director: Marketing & Consulting ([email protected]), or Giselle Gould, Director: Business Development ([email protected])

Fairheads Benefit Services (Pty) Ltd is an authorised financial services provider (FSP 18428)