Fiduciary Services Handbook 2025

An extensive guide to all aspects fiduciary services including regulatory compliance, tax, wills, trusts, estate planning and administration of estates.

Designed specifically for practitioners in the fiduciary services industry, it covers a broad range of topics from personal / marriage planning through to the legal aspects of various types of trusts, as well as the constitutional aspects and tax considerations. Besides the legal aspects of wills and the administration of trusts and deceased estates, it also covers practical aspects like the drafting of wills and strategies aimed at minimising estate duty. It is the prescribed textbook for various fiduciary qualifications.

The 2025 edition includes up-to-date information on new legislative developments such as beneficial ownership, the Financial Intelligence Centre requirements, as well as the latest developments in the marriage law environment. It also includes latest case law, changes in tax law, updated forms and Master’s directives, and the latest developments in estate and trust administration.

Prescribed textbook for the Advanced Diploma in Estate and Trust Administration and endorsed by FISA.