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Personal Finance: Essential trust management steps for 2025

Trust expert Phia van der Spuy looks ahead at trust matters for 2025 and provides a checklist of possible pointers to consider when reviewing your trust deed and estate plan. She includes topics such as registering the trust as a taxpayer with SARS and entering the trust on the BO register with the Master’s Office.

Read the piece here.

Phia van der Spuy is a Chartered Accountant with a Masters degree in tax and a registered Fiduciary Practitioner of South Africa®, a Chartered Tax Adviser, a Trust and Estate Practitioner (TEP), and the founder of Trusteeze®, the provider of a digital trust solution.

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