We understand that protecting family wealth is a priority for our clients, and effective tax planning plays a large part in this process.
Setting up a trust is often an effective way to manage and protect our clients’ assets and investments, both during their lifetime and after.
Our services are tailored around our clients’ and their families’ financial or tax objectives. We help our clients to determine which type of trust will suit their purpose, prepare the necessary documentation and advise on trust administration.
Trusts can be useful in specific situations such as providing funds for children’s education and maintenance, restricting access to property by future beneficiaries, providing for people who are incapacitated and gifting to charity. No matter what the objective, we ensure that our clients are in the best position to achieve them in the most tax-efficient manner.
Call us today for assistance with your trusts and estates.