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Everything You Need to Know About Trusts as a South African (with Tax Expert)

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Instagram: @taxmatterswithmarisca

I'm so excited to talk to tax expert Marisca du Bruyn about trusts! Marisca is a tax advisor specialising in structuring, complicated tax matters, and international taxes. We talk about when a trust makes sense or not, should we invest in our personal capacity, companies or trusts, structures to buy property in, and offshore trusts vs local trusts.

Disclaimer:
All content I share is educational in nature and does not constitute financial advice. Any calculations or returns referenced are based on historical figures, future returns are not guaranteed. All information shared is market sensitive and subject to change as markets and economic conditions evolve. Personalised one-on-one advice is available exclusively to my Invest with Confidence Executive students through direct consultation calls. I am authorised to render financial services, including advice, under Wealth Office (Pty) Ltd, FSP 54904. https://www.moneywithcarla.com/terms
Chapters
  • 00:00 Intro
  • 02:03 When does a trust make sense, basics of trusts
  • 18:40 Investing in your personal capacity vs a company vs a trust
  • 28:36 Offshore vs Local trusts
19 Apr English South Africa Investing

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