A trust provides a valuable way of protecting your assets that you have accumulated for the benefit of others.
We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.
We are able to:
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Advise on the preparation and need for various documents involved in Trust formation
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Attend to the special requirements involved in reporting for Trusts
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Explain how a trust could reduce your family's income tax (or capital gains tax if you are a non resident)
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Act as your independent trustee
If you wish to discuss this service further please contact Don Stewart, Director
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