In late 2020, Fairheads Benefit Services held a series of webinars in various languages under the heading of “Planning for your future”. The webinar panelists discussed how beneficiary fund members should start thinking about a career as early as age 16, in order to...
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...
