Trusts & Asset Planning

Trusts are an increasingly popular way of protecting property.  Trusts can be set up for a charitable purpose such as education, or established specifically for the benefit of members of a family.  The terms of trusts can differ considerably depending on the purpose for which the trust has been established. 

There are a number of factors to consider when setting up a Trust.  We can discuss the options with you and help you to establish a trust to suit your circumstances.

Our team can assist you with -

• Setting up a Trust
• Trust Administration
• Acting as a Trustee
• Advising Trustees
• Gifting Programmes
• Powers of Attorney

Useful Links -

• What is a family trust?
• Reasons for setting up a family trust
• What are the disadvantages of a trust?
• Who are Trustees?
• What is a Statement of Wishes?
• Who are Beneficiaries?
• Gift Duty
• Rest Home Subsidies

Linda Miles	Valerie Mackay	Tomasina Antunovich