Trust Review

Does your Trust reflect your current intentions and meet statutory requirements?

Family Trusts are increasingly under scrutiny following the Law Commission review, resulting in a shake-up of Trustees.

Our Trust Review service examines your set up, identifies any administration gaps, and ensures your Trust is compliant with legislation and that Trustees are meeting their obligations.

It’s about maximising benefits you may be entitled to and protecting your assets from relationship property, family and creditor claims while preserving value for future generations.

family trust
 

Benefits of a Trust Review:

  • Gain an increased understanding of how your Trust operates
  • Identify potential tax savings
  • Highlight any areas of risk/concern
  • Develop peace of mind that your Trust is working for you how it should be
  • Ensure optimal tax structuring and asset protection for future major transactions
  • Ensure your Trust is compliant with legislation and statutory requirements
  • Avoid your Trust being deemed a sham

Call us today or click the Book a Free Consult button below for a comprehensive Trust Review.