n Tax Breaks Newsletter - Trust-owned endowments : tax planning
|Article Title||Trust-owned endowments : tax planning|
|© Publisher:||Moneyweb (Pty) Ltd|
|Journal||Tax Breaks Newsletter|
|Publication Date||Nov 2008|
A trust-owned endowment plan allows individuals to build up a sizeable investment portfolio outside their personal estate. If structured correctly, the investment will be income tax, donations tax, and estate duty friendly, and provide protection against creditors.
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