Fairheads can report on a recent case study, which is particularly interesting because it shows growing awareness among higher-income earners of the tax and savings advantages of beneficiary funds. A couple, both in their forties and the parents of two minor children,...
Fairheads’ umbrella trust product, The Fairheads Legacy Trust, is gaining traction, particularly among lawyers, as a solution for the trusteeship and administration of lump sums paid out by various means including testamentary provision, medical malpractice claims or...
Published in Business Day, Business Day & Tax Review, 1 April 2015 Following years of verbal engagement, a formal written submission has recently been made to the Financial Services Board to amend pension fund legislation so that death benefit lump sums...
