Trusts and Asset Protection


We are pro-active in talking to clients about the benefits of having their important assets in structures such as a trust or company and we work together with your accountant or other financial advisors (if necessary) to create trusts and companies that meet your particular requirements.       
 
We understand that if a trust is not properly operated, it may not provide the protection that our clients expect or require.  We provide guidance on prudent procedures which should be established and maintained to ensure the desired protections are not prejudiced.
 
We will guide you through appropriate supporting documentation for a trust such as a Memorandum of Wishes by the settlor and a deed nominating who is to take over the settlor’s power to appoint and remove trustees in the event of the settlor becoming mentally incapable or dying.
 
We set up and administer gifting programmes and provide independent trustee services.  We liaise on your behalf with IRD and other interested parties.


Call us on 03 374 2547 for more information, or contact us by e-mail.


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