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...
By David Hurford, Director: Marketing & Consulting 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...
Fairheads has launched two unclaimed benefit funds – the Fairheads Unclaimed Benefit Preservation Pension Fund and the Fairheads Unclaimed Benefit Preservation Provident Fund. Below are two case studies where we have been successful in tracing people who had monies...
By David Hurford, Director Marketing and Consulting, Fairheads Benefit Services To preserve or erode: The case for beneficiary funds I am often challenged in trustee report back meetings about the rate of capital growth on beneficiary funds, and more specifically why...
