Trust Planning & Administration

As you may already be aware, a well-set up Trust, properly run, can effectively protect your assets and help with your estate planning.  Once you have visited your lawyer to set up your trust, we can help you with its administration.

Trusts that receive income from sources such as investments, rental properties or businesses, are required to complete an annual set of accounts and file a tax return.  As part of preparing these documents, we will discuss with you the most effective way to minimise the amount of tax to be paid.

We can also complete the annual “Forgiveness of Debt” process and ensure that all documents are filed with the Inland Revenue Department.

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