Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. A trust can also serve as a tax beneficial vehicle for your investments and business.

There are many types of trusts:

• Fixed trust
• Discretionary (family) trust
• Unit trust
• Hybrid trust

Depending on your goal and circumstances, our extensive experience with trusts enables us to offer specialist advice on the most suitable trust structure for you. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

• Preparing and executing of documentation for trust formation
• Completing the trust administration:
• Minute-keeping service
• Annual accounts
• Taxation
• Asset management
• Investment monitoring
• Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

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