Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of your family and you. 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.

We can assist with:

  • Preparing and executing the documents required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration including:
    • Preparing trustees' minutes
    • Annual accounts and financial statements
    • Annual taxation returns
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible and covering all legal requirements.

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