7 Reasons why you need a trust right away

Dear Friend,

There’s a widespread misconception that’s costing people a lot of money… And not just money but peace of mind too. You see, it’s an all-to-common belief that only the super-wealthy need to own a Trust. And people are losing millions because of it.

You might be one…

Here are 7 reasons why you need to own a Trust today…

1. To protect your assets from creditors in the event of your insolvency, disability or divorce.
2. To legally pay as little tax as possible.
3. To make provision for your estate to be passed on to your beneficiaries as smoothly as possible.
4. To maximise your overall profits when buying property and significantly reduce your CGT and estate duty bill.
5. To avoid all inheritance tax liability.
6. To create personal confidentiality.
7. To safeguard against financial loss in your own business.

Save tax, protect and grow your wealth

In this recently published report, The Trust Report – Save Tax, Protect & Grow Your Wealth you’ll learn how to apply HIDDEN SECRETS to ensure you set your wealth on track like never before…

There’s no question about it – some people are losing millions by failing to protect their wealth! Imagine the heart rending disappointment of learning the wealth you’ve spent a lifetime accumulating has been attached by a jealous ex-spouse, a creditor or a business partner.

You might think this kind of thing only happens to the super wealthy – but you’d be far off the mark. Now, more than ever, the ordinary middle income family needs to take steps to protect themselves.

I’d like to share a quick story to illustrate how easily the unsuspecting or ill-prepared South African family can be hit by an inadequate or incomplete trust...

How a minor Trust “management” oversight cost the Parker family a full R16 million!

Want to know how one estate-planning oversight can cost you… everything? Then consider the recent real-life Parker family trust disaster…

In this landmark case South Africa’s Supreme Court of Appeal found in favour of the Land and Agricultural Development Bank against JL, DG and TT Parker because they had failed to properly administer their family trust. The Land Bank successfully claimed R16 million from the Parker family, even though their Trust had entered into a loan agreement with the bank!

The family had contracted and, on behalf of the Trust, bound the Trust to the tune of R16 million, but had failed to appoint a third trustee, which their Trust deed required. The Land Bank didn’t care when things didn’t work out (and I can assure you neither will your creditors!) and foreclosed on the debt and applied for the sequestration of the Parker’s personally.

This case demonstrates how vulnerable your assets really are – even when “protected” by a Trust. The scary fact is the smallest mistake can render the whole Trust null and void.

Don’t fall into the same trap – get your hands on Fleet Street Publication’s Trust Report and ensure your family’s fortune and well-being is properly protected, now and for the future...

This “Trust Checklist” will show you how to do it right every time by including:

How to plan your future and that of your beneficiaries (family, employees etc.) by placing your assets in the protected environment of a Trust.

• The elementary planning you need to do BEFORE you establish a Trust.
• How to take advantage of tax savings you don’t qualify for in your personal capacity.
• A simple strategy to protect your hard earned wealth from creditors.
• Why you can create personal confidentiality through a Trust.
• Why you don’t need to pay estate duty and capital gains tax on the future growth of your assets.
• Learning when it’s time to set up a family trust, and when a personal business trust would be better.
• Top strategies to save on capital gains tax.
• Clever techniques to reduce your trust loan account to ZERO!
• Deciding on how many trustees you need (so you still have control over your assets)!
• How to combine a local company with a Trust to avoid the Receiver’s clutches.

Remember: If you already have a Trust don’t be lulled into a false sense of security. I’ve already shared a case where a family thought they were well protected by their Trust – but a small administrative error rendered it void! Order now to secure your family’s financial future today.

Don’t go the way of Elvis or Rockefeller – you’re cleverer than that!

For the sake of your family you cannot only focus on wealth creation you must also consider wealth protection you could go the way of some very high-profile and intelligent people, some of them experiencing estate shrinkages of over 70%!

In The Trust Report you’ll learn how to strike a balance between wealth creation and protection.

Elvis Presley’s heirs certainly wept into their lawyer’s handkerchief when they heard Elvis had lost a full 73% of his estate because of his failure to focus on wealth protection. You can bet his financial advisors were handsomely rewarded for their poor advice!

But Elvis wasn’t the only celebrity to point a finger at (and Elvis can be excused because his strong point clearly wasn’t business or accounting)…

Rockefeller may have been an astute businessman and master wealth builder, but he still suffered shrinkage to the tune of 64%.

Now SA’s leading Trust expert can show you how to plug the leaks and set your estate on track for full financial independence.

Mark Fuhr is a Certified Financial Planner with 25 years of experience in the financial and estate planning industry and has been featured as one of the top ten financial planners of the year in South Africa.

Mark will show you how to grow your assets while benefiting from tax-savings and asset protection…

• ✓ How to protect your personal and business assets from creditors through a trust...
  
• ✓ How to minimise your estate duty tax liability
  
• ✓ The different ways of paying estate duty
  
• ✓ How to save executor’s fees of 3.99%
  
• ✓ How capital gains tax works and how to pay it on assets sold as a result of death
  
• ✓ The correct way to buy property
  
• ✓ How to protect your assets on divorce!
  
• ✓ How to structure your financial and estate planning
  
• ✓ How to manage your current trust...

Are you about to lose 64% of your life savings?

In The Trust Report you will find out how to establish a Trust that will be suitable for the average South African family... If done properly, you’ll manage to protect nearly 100% of the estate for your family... Imagine if you could discover how to reduce the shrinkage to a miniscule 2.5%!
 

You will also find a specific technique you can use to reduce this shrinkage even lower! Now’s YOUR chance to step up and reduce this unnecessary expense to virtually zero!

The Trust Report will show you how to protect your wealth and assets now and how to grow them... But the best thing you’ll learn by reading The Trust Report is how to vapourise those nasty estate duty gremlins!

I’m willing to bet the information you’re about to receive is worth over a million rand to you in the long run... For a mere R379 it will be the BEST INVESTMENT you will make this year!

Kind regards,

Antoinette Pombo
Publisher
Fleet Street Publications (Pty) Ltd
 
PS: It’s conservatively estimated that a surprising number of Trusts are invalid. These Trusts are referred to in the trade as ‘phantom Trusts’. You should make sure that you’re not falsely confident in the security of your assets – order The Trust Report now to find out how!