Trusts

We advise our clients on suitable trust structures either for lifetime planning or upon death in a Will Trust.

Key reasons to set up a trust include:

  • Looking after minor children to ensure they don’t inherit too early
  • Making long term provision for children or relatives who are not capable to receive large gifts outright
  • Preserving family wealth for future generations
  • Tax efficiency

Key concerns include:

  • Who should be Trustee
  • Who has the power to hire/fire Trustees
  • Investment decisions and how they are made
  • The dilemna between tax planning and the need for protection

We can assist with:

  • Creating lifetime or Will Trusts
  • Advice over who should be Trustee
  • Ongoing advice to Trustees
  • Trust Compliance
  • Amendments to Trust documentation and change of Trustees
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