Fiduciary Services

Trusts

The right structure to protect and pass on wealth.

We advise whether a trust suits you — then set it up and run it correctly.

A trust can protect assets, provide for vulnerable beneficiaries and support multi-generational planning. It is not for everyone — so we start by advising whether a trust is right for you, and only then establish and administer it correctly under South African law.

Who this is for

Families providing for minor or vulnerable beneficiaries
Business owners protecting and structuring assets
High-net-worth individuals planning across generations
Existing trustees needing proper administration and compliance

Common concerns we solve

“I've been told I need a trust but I don't know if it's right for me.”
“Our trust exists on paper but isn't being administered properly.”
“We're worried about trustee duties and compliance.”

What Crest Trust assists with

How we help with trusts

Advising whether a trust suits your goals

Establishing the trust and registering with the Master

Trustee governance, resolutions and record-keeping

Ongoing administration and fiduciary compliance

The process

Step by step

01
Advise
We assess whether a trust is the right structure for you.
02
Establish
We draft the deed and register with the Master of the High Court.
03
Appoint
We arrange trustees and Letters of Authority.
04
Administer
We run resolutions, records and compliance year on year.

What to bring

Documents & information

A starting checklist — we'll confirm exactly what's needed for your situation. Don't worry if you don't have everything to hand.

Identity documents of the founder and trustees
Details of intended beneficiaries
A description of assets to be placed in trust
Any existing trust deed, if reviewing
Proof of address and FICA documentation

Questions

Trusts — common questions

There is no fixed maximum, but a trust needs at least one and, in practice, the Master commonly requires an independent trustee for family trusts. We help you structure trustees appropriately. (General information, not legal advice.)

Trusts are taxed at high rates, so they are rarely set up for tax alone. Their value is protection, continuity and control. We advise on the full picture before you commit.

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