Setting up and running a trust can be complicated and we can help with most aspects:
- We can work with your lawyers to ensure that you set up a trust that most meets your needs and wants.
- We can advise on the tax implications involved in the transfer of property to the trust.
- We can provide a wide range of services needed for the effective administration of the trust, ranging from record-keeping and tax compliance to liaison with investment and other advisers.
- Ongoing tax and financial planning will be needed to ensure that the trust continues to meet your needs and complies with changing tax legislation.
