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A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable.

Many of our successful clients have established Trusts to protect their family wealth and provide income and capital for future generations. Sometimes there can be tax savings and we are happy to discuss these options with you.

We can assist with:

  • Reviewing current Trust Deeds
  • Implications of new Trust Act 2019
  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Trust administration
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

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