Trust administration

Count on Moore Stephens Wealth Management to provide proactive, expert advice to help navigate the complex and often emotional decisions that come with providing for loved ones’ futures.

Administering trusts requires broad knowledge in estate, tax and succession planning. At Moore Stephens, our trust services experts have established a successful experience in finding the best-suited solutions for each of our clients. We relieve trustees of the administrative burden associated with their trust’s affairs. Our friendly, approachable team has extensive experience in trust administration, tax and accounting, ensuring that your affairs are handled efficiently and effectively. Trust administration, particularly the related tax and accounting issues, can be complex. Knowing that our experienced professionals are on your side provides additional peace-of-mind.

We can act as sole trustee, co-trustee or successor trustee – depending upon the client's preference. The trustee accepts legal responsibility for carrying out the terms of the trust and performs many or all of the following responsibilities:
 
  • Accounting and reporting
  • Investment management
  • Tax-related responsibilities
  • Trust administration 
Trusts are flexible tools that can help ensure that hard-earned success is preserved, protected and transferred as intended. Moore Stephens administers a broad array of trusts to meet the unique goals for today and tomorrow, and place great emphasis on the quality of our broader relationship with our clients.

With your priorities as our guide, we create wealth transfer strategies that allow clients to maintain their current lifestyle while providing for their loved ones and / or giving back to the community.  

We can manage your trust’s financial administration and reporting requirements, providing a friendly and efficient service.

Services
 
  • Maintaining current lifestyle
  • Creating a legacy for the benefit of loved ones
  • Protecting assets from excessive taxation and unexpected health, personal and business risks
  • Wealth transfer planning
  • Customised trust solutions
  • Trust administration
  • Estate settlement services
  • Guardianship services
  • Advising on establishing a trust
  • Preparation of accounts – interim, annual, simple and/or complex
  • Completion and submission of trust tax returns and inheritance tax returns
  • Advising on payments of tax due to SARS
  • Liaising with third parties such as investment managers, banks, property managers and solicitors
  • Reconciling investment portfolios
  • Administration of bank accounts
  • Administering trusts including making payments to or on behalf of beneficiaries
  • Preparing trustee resolutions
  • Attending trustee meetings and preparing minutes
  • Preparing investment policies and risk assessments
  • Acting as a trustee through our trust corporation
  • Assisting with a settlor and/or a beneficiary’s tax affairs