Trust and Management of private wealth

We assist clients in establishing trusts tailored to their specific requirements. Whether you are looking to create a discretionary trust, a charitable trust, a purpose trust, or any other type of trust, our team will guide you through the process, ensuring that the trust structure aligns with your goals and provides the desired benefits.

Once a trust is established, proper administration is crucial to ensure its smooth operation. Our team provides comprehensive trust administration services, including maintaining accurate records, managing trust assets, preparing trust accounts, and fulfilling reporting requirements. We work closely with trustees to ensure compliance with legal obligations and the efficient management of trusts.

As a professional trustee, we offer expert trustee services to clients who prefer to appoint an independent and knowledgeable trustee. Our team has the expertise to act as trustees, ensuring the proper administration and management of trusts in accordance with the trust deed and applicable laws. We provide impartiality, professionalism, and a deep understanding of fiduciary duties.

Proper tax planning is essential when it comes to trusts. Our team provides expert advice on the tax implications of trusts, ensuring compliance with tax laws and regulations. We work closely with clients to develop tax-efficient structures and strategies, maximizing the benefits and minimizing tax liabilities associated with trusts.

Trusts play a significant role in estate planning, allowing individuals to protect and distribute their assets according to their wishes. Our trust advocates work closely with clients to develop personalised estate plans that incorporate trusts to achieve their estate planning goals. We provide guidance on the use of trusts for asset protection, succession planning, charitable giving, and other estate planning objectives.