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Success with RAF payouts to Fairheads Legacy Trust

Success with RAF payouts to Fairheads Legacy Trust

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...

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To Preserve Or Erode: The case for beneficiary funds

To Preserve Or Erode: The case for beneficiary funds

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...

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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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Comparison Rate model for beneficiary funds and umbrella trusts

Comparison Rate model for beneficiary funds and umbrella trusts

Since 2009 the beneficiary fund industry has grown to an estimated R9 billion. Add to this the umbrella trust sector valued at around 10 billion and it is clear that these vehicles are used to look after the benefits due to a significant number of vulnerable children...

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