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Organising Trust Settlements
A trust is often the next step in tax and estate planning.
A trust can protect the family’s wealth now and in the future and make sure that the family business is transferred to the next generation.
Assets need to be secured in the event of matrimonial disputes, illness, disability or death.
Establishing a trust is a way of yielding control of the assets and at the same time protecting those assets. The trustee that is chosen is very important. The institution that creates and manages the trust must be reputable and the trust officer must act with due care and diligence. The trustee is obliged to comply with the terms of the trust deed.
Sound advice in organising a trust is invaluable. Our expertise and experience in trust arrangements will ensure peace of mind.
