Umbrella trusts and beneficiary funds in estate planning

Umbrella trusts  and beneficiary funds can play an important role in estate planning by protecting assets for vulnerable dependants, providing professional governance, and ensuring funds are managed sustainably over time. They offer structure, continuity, and tax efficiency, helping families provide for children and dependants responsibly after the death of a breadwinner.

Δ  Fairheads provides specialist administration of umbrella trusts and beneficiary  funds, working alongside advisers and trustees –  not directly with the public.

So if you are a member of the public interested in finding out more, contact your financial adviser.

If you are an adviser wishing to find out more about these powerful estate planning vehicles, contact consulting@fairheads.com 

Read more about umbrella trusts here

Read more about beneficiary funds here

 

FH Coin

Why Choose Fairheads

Our Key Differentiators 

Fairheads Benefit Services is the administrator of choice for beneficiary funds and umbrella trusts seeking to provide specialist care to their members and beneficiaries. It is our focus on operational excellence supported by expert knowledge which is truly independent that makes us the number one choice.

Operational Excellence

Our administration philosophy is that the member is at the core of everything we do, and our processes are designed with this in mind and take into consideration the logistical challenges facing our members and guardians.
Accessability

Accessibility

Our multi-channel distribution strategy incorporates walk-in centres, state-of-the-art contact centre and document collection points across rural South Africa. Our corporate clients have on-line access which enables them to service their own clients at their offices.

Communication

Communication

Our obligation to keep our clients informed is at the core of our approach. Our reporting capability is state of the art, being able to provide summary or detailed reporting with very little notice.
Independence

Independence

Fairheads is not an investment manager and we do not earn any fees or other remuneration from the investment managers of the funds we administer. We are unfettered in carrying out the mandates of each fund.
Fairheads