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Fairheads Legacy Trust Helps Family In Need

Fairheads Legacy Trust Helps Family In Need

This good-news case study* shows how the Fairheads Legacy Trust product can effectively be used to receive assets from an existing testamentary trust, thus alleviating the administrative burden on those running the trust, such as a lawyer who sets up a stand-alone...

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Fairheads Umbrella Beneficiary Fund newsletter 2018

Fairheads Umbrella Beneficiary Fund newsletter 2018

Reflecting on 2017, it is fair to say that South Africa has been a challenging place to do business and we can be certain that this challenging environment will continue in 2018 and for some time to come. It is therefore with great pride that we can report that our...

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Beneficiary Funds – Stretching Benefits

Beneficiary Funds – Stretching Benefits

The graph illustrates an example of a member, aged five years at inception, with an original capital investment of R100 000. The funds are invested according to the board approved asset allocation model and payments from the fund include: Regular income payments to...

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