Services > Wills and trusts > Tax, exchange control and legal advice services
Web Content Viewer (JSR 286)

Tax, exchange control and legal advice services

We provide tax, exchange control and other professional legal advice for your trust and estate planning needs.

What it entails

The service begins with an initial consultation between you, your financial adviser and our fiduciary specialist, to gather all the relevant facts and background information.

We then provide you with a fee estimate for the advice. Once you have accepted the fee estimate, our work on your assignment begins.

Our advice is then provided in the form of a comprehensive opinion.


Partnering with you on your journey to financial wellness

Schedule of fees

We charge professional fees for a comprehensive range of estate planning, advisory and Momentum Trust services.

Download the fee schedule

Find out more

For professional help with leaving a legacy:

  • Ask your financial adviser to arrange a consultation with one of our Momentum Trust specialists
  • Call us on 0860 000 107
  • Email us at: momentumtrust@momentum.co.za