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A Trust provides a valuable way of protecting the assets that you have accumulated for the benefit of others.

We have extensive experience in this field and are therefore able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met.

Obligations for Trustees can often be onerous - Trusts have their own special requirements for record keeping and reporting to the Trustees and Beneficiaries - and our assistance in Trust administration will be invaluable.

Trusts also have their own special rules as far as tax is concerned – again, we are experienced in the taxation of Trusts and are therefore able to assist the Trustees meet their tax obligations in the most efficient and legal way.

We are also able to:

  • Prepare and execute the vital documentation involved in Trust formation 
  • Attend to the instigation of and maintenance of your Gifting Programme
  • Attend to the special requirements involved in reporting for Trusts 
  • Provide a minute keeping service

Not only do we carry out the usual accountancy and taxation activities on behalf of Trust clients, we also offer, for selected clients, the use of our nominee company South Pacific Trustees Limited as an "Independent Trustee".

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