Protecting loved ones financial interests


Benefits of Trusts:
The protection of loved ones’ financial interests is important in the planning of an estate. It is important that your family and especially minors be looked after, and that your estate tax and income tax obligations are kept to the minimum, in order that your heirs can enjoy the full benefit of your estate.   The benefits of setting up a trust include the saving of estate duty tax, protection of assets and succession planning.  At Phoenix, we will facilitate the formation and management of Trusts.

Independent Trustee
Duties of Independent Trustee & Administrator with all the services we offer:

Road Accident Fund Trusts / Court Order Trusts