Whether you need an Inter Vivos, Testamentary, or Settlement Trust, Fedgroup’s team makes the process simple and supports you throughout the entire journey.
Trusts
Expert guidance and compassionate administration across Inter Vivos, Testamentary, and Settlement Trusts.
Protect what matters
What is a Trust?
A Trust is a safe way to ensure money or assets are managed for the benefit of others. It can protect your estate, provide for your family, or responsibly manage funds from a legal settlement – whether that results from a Road Accident Fund claim, medical malpractice, PRASA, or any other settlement.
A Trust is about more than just legal paperwork, it provides peace of mind knowing that what matters to you is looked after, even when you can’t do it yourself.
At Fedgroup, we offer three main types of trusts:
- Inter Vivos Trusts: created during your lifetime to protect and grow wealth.
- Testamentary Trusts: created in your Will to safeguard dependants after your death.
- Settlement Trusts: created to manage financial settlements following legal claims.
Why choose Fedgroup’s Trusts?
Advantages of a Trust
Choosing a trust administrator isn’t only about the finances - it’s about finding a partner you know will look after your family, your legacy, and your future. At Fedgroup, we combine technical expertise with genuine human care, ensuring that we fulfil our trust administration duties responsibly and with compassion.
Our Trust offering is administered by Fedgroup Trust Administrators (Pty) Ltd. (Reg. No. 1951/003389/07) FAIS No. 16302 13B License: No. 24/505
Fedgroup’s Trusts
Types of Trusts we offer
Fedgroup can help you set up three types of Trusts depending on your needs and circumstances.
This isn’t all we can offer you. Explore our other Financial and Estate Planning solutions.
Inter Vivos Trusts
Set up while you’re alive to protect and manage family wealth. It is sometimes referred to as a living trust.
Benefits include:
- Protecting assets from creditors
- Passing wealth to the next generation
- Flexible income distribution
- Possible estate duty savings
Let us help you with setting up a Trust
Got questions? You’ve come to the right place!
FAQs – answered
We’ve answered some of the most frequently asked questions about Trusts to help you plan with confidence!
Happy clients, happy life
Reviews about Fedgroup Trusts
Hear what some of our satisfied clients have said about Fedgroup’s Trusts.
Due to the nature of these offerings we keep the identities of our clients confidential.
“I am very happy with the new house. Thank you for making my dream a reality.”
“I could have done irreparable damage to those funds if they were completely left in my care without your supervision. I appreciate your being there to guide the funds and keep it for him for this long. And deny even me access to them.”
“Would like to thank all the Trustees of Fedgroup for their hard work in ensuring the beneficiary's needs are met. I am happy with everything that you did for my son and us. Thank you so much for team work.”
“Duisende dankies vir al die hulp van dat jy terug is eks regtig on trane toe hulle my bel en se hulle staan voor die hek. DUISENDE TRIJOENE DRUKKIES VIR JOU.”
Solutions designed for you
More financial and estate planning services
Explore more of our solutions designed to complement your trust planning and secure your future.
Knowledge is power
Financial news and insights
Empower yourself with these educational and insightful articles about market trends, investment news, contributions from our thought leaders, and exciting announcements.
