Trust Structuring & Advisory for Durban Businesses and Families
Asset protection, succession planning, and tax-efficient structuring — advised by a CA(SA) who understands both the numbers and the legal framework.
A trust can be a powerful tool for protecting assets, planning succession, and structuring business ownership — but only when it’s set up correctly for your specific circumstances. Getting a trust structure wrong can trigger unexpected capital gains tax, donations tax, or administrative headaches that outweigh the benefit. IE Advisory advises SMEs, business owners, and families across Durban and nationally on whether a trust is right for them, and manages the structuring and tax implications if it is.
Our Trust Structuring Services Cover
- Trust Feasibility Assessment — an honest evaluation of whether a trust suits your situation before we recommend one
- New Trust Structuring — trust deed coordination, asset transfer planning, and tax modelling
- Trust-Held Shareholding — structuring a trust to hold company shares for succession or asset protection purposes
- CGT & Donations Tax Planning — managing the tax consequences of transferring assets into or out of a trust
- Ongoing Trust Administration — trust accounting, tax submissions, and compliance for existing trusts
Why Proper Trust Structuring Matters
Trusts are taxed differently from individuals and companies, and the way assets move into, within, and out of a trust has real tax consequences if not planned properly. We combine chartered accountant-level tax expertise with practical business structuring experience, so your trust is set up to achieve what you actually need — asset protection, succession planning, or business structuring — without unnecessary tax exposure.