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iol: Which beneficiaries to include as beneficial owners?

Recent legislation requires the identification of beneficial owners in a trust. This is a complex field to navigate. In iol, Phia van der Spuy unpacks the issue, including looking at what information trustees should keep as well as which information service providers to a trust should keep.

Read the piece here.

Phia is a CA with a Masters degree in tax, an FPSA®, a Chartered Tax Adviser, a Trust & Estate Practitioner and the founder of Trusteeze, the provider of a digital trust solution.