A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.
Weare able to offer specialist advice on Trust formation and ensuring that all requirements are met. Obligations for trustees is still a complex process, however we have the experience to help you manage you manage the trust.
We are able to:
Prepare and execute the trust formation
Attend to financial reporting for the trust
Attend to the tax issues on distributed income to beneficiaries of the trust
Trust administration and maintaining minutes
Taxation advice on matters related to the trust
Advice on updating the trust deed to ensure it is compliant with the current tax legislation