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Business Trust
Offering an alternative structure to traditional business
What is a Business Trust?
A Business Trust Investment is a setup where a trustee oversees a business's assets for its beneficiaries, offering an alternative to traditional models like corporations. It is established via a trust deed, detailing its operation. This structure protects assets from liabilities and financial risks, crucial for stability and growth in South Africa, making it appealing to entrepreneurs and investors.
Benefits of a Business Trust
Asset Protection
Business trusts offer a high level of asset protection, as the trust's assets are legally separate from the personal assets of the beneficiaries. This structure can safeguard business assets from potential liabilities, ensuring their preservation and growth.
Tax Efficiency
Business trusts may offer tax advantages. Depending on the specific regulations and structuring of the trust. This can result in reduced tax liabilities for the business and its beneficiaries, enhancing the overall financial health of the trust.
Flexibility
Business trusts provide flexibility in terms of management and decision-making, as the trust deed can be tailored to suit the unique needs and objectives of the business. This allows for customization of the trust structure to align with the organisation's goals and strategies.
Succession Planning
Business trusts offer a straightforward and efficient means of succession planning, as the trust deed can specify the process for transferring control and ownership of the trust's assets to future generations or new beneficiaries.
Benefits of Having an
Mont Blanc Financial Services (MBFS) Financial Advisor:
01
Comprehensive Approach:
MBFS advisors go beyond basic financial products. They take a holistic view of your situation, considering short-term insurance, employee benefits, risk management, and even investment options. This comprehensive approach ensures your financial plan addresses all your needs.
02
Technology & Innovation:
MBFS prides itself on being a "Fresh-Tech" ™ company. Your advisor will leverage modern tools and resources to deliver efficient service and provide you with up-to-date financial information.
03
Client-Centric Focus:
Rooted in their core value "We Care" ™ , MBFS advisors prioritise building strong relationships with our clients. They act as partners, understanding your unique goals and tailoring solutions to achieve them.
04
Peace of Mind & Security:
With MBFS's focus on "Getting You Claims Ready"™ , our advisors can ensure you have the right insurance coverage in place. This proactive approach can give you peace of mind knowing you're protected financially in case of unforeseen events.
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