STARTING UP OR LOOKING AFTER A TRUST

Whether it is advice required in setting up a Trust or meeting your Trustee obligations of an existing Trust, we can help.

A Trust is not for everyone and we can assist you to decide whether a Trust will be of benefit to you.

If you are a Trustee of an existing Trust, we can prepare the correct financial statements to record income, assets, liabilities and any distributions to beneficiaries which can then be approved by all Trustees.

We can also ensure the tax affairs of the Trust, including tax returns, are kept up-to-date with Inland Revenue.

If required, we can co-ordinate the annual meeting of Trustees to record the approval of the financial report and any other Trustee decisions.