We produce documents establishing the trust.

So you and your trustees can run the trust for your beneficiaries (or yourselves).

This is the core activity of an established Trust. We execute distributions to your beneficiaries, make payments to creditors, and take investment instructions to maximise wealth.

We Set the trust up with the IRD. Then proceed with you to create the bank accounts.

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Commonly an annual activity, where we produce and file the tax returns for the Trust, freeing you from the administration complexity.

Trust documents are prescriptive, so  amend the documents when requested to retain flexibility to suite you over your lifetime.

New children, grandchildren, change of spouse, or a passing of a family member? Although this is not limited to family, we are here for you when your Trust documents need to be refreshed.