TRUSTS
We help clients establish and manage trusts that provide clarity, protection, and flexibility for their assets. Our team advises on the creation of family and discretionary trusts, updates to existing trust deeds, and the appointment or retirement of trustees. We also assist with trust administration, record keeping, and ensuring compliance with the Trusts Act 2019.
OUR TRUST SERVICES
We help clients create and manage family trusts to protect assets, plan for succession, and provide long-term security for future generations.
We advise on trading and business trusts designed to hold or operate business assets safely and efficiently, ensuring compliance and effective asset protection.
We guide you through every stage of setting up a trust and provide ongoing administrative support to ensure it remains compliant and properly managed.
We handle the appointment, retirement, or replacement of trustees and make sure trust records and deeds are kept up to date.
We prepare wills that include testamentary trusts to safeguard inheritances and support family members according to your wishes after you pass away.
We assist individuals and organisations in establishing charitable trusts for community, educational, or philanthropic purposes, including registration and governance advice.
We advise on updating or resettling existing trusts, distributing assets, and winding up trusts when their purpose has been fulfilled.
