Trusts
It is wise to plan ahead and take action to protect your personal and family wealth. Whether this is achieved through trusts, inheritance tax planning or efficient estate administration, we can assist with the optimal structure to ensure effective management of your assets and the safeguarding of generational assets.
Our services include:
- Trust registrations;
- Guidance on Trust management and establishing inter-vivos or testamentary Trusts;
- Drafting Trust Deeds;
- Administration and accounting of Trusts and tax related obligations;
- Acting as an independent trustee if needed;
- Administration of annual general meetings and drafting resolutions as required;
- Maintaining and storage of trust records.
