A Trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.
We have extensive experience and are able to offer specialist advice on Trust formation, ensuring all statutory requirements are met. Obligations for Trustees can often be onerous, and our assistance in Trust administration will be invaluable.
We provide the following Trust administration services:
- Discuss your requirements with you and liaise with your lawyer regarding the preparation and execution of the Trust Deed and execute the vital documentation involved in the Trust formation
- Attend to the special requirements involved in reporting for Trusts
- Trust administration
- Minute keeping service
- Annual accounts
- Asset management
- Investment monitoring
- Income distribution