We are experts with Trusts, and are able to offer you proactive advice where necessary, along with an annual review of your trust.

Trust law has become complicated in the last 12 months, and it is very easy miss one of the many steps. We can also take care of the disclosures which are required with the IRD.

We offer a Professional Trustee Service, which is something that many trusts should consider.

We can also set your Trust up on our Trust Management software so you can easily keep track of your:

• Minutes
• Asset and Investment management and document investment decisions
• Distributions
• Trustee discussions
• Beneficiary requests
• IRD Requirements