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Trusts

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

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.

We are able to:

  • Prepare and execute the vital documentation involved in Trust formation
  • Attend to the special requirements involved in reporting for Trusts
  • Trust administration
  • Minute keeping service
  • Annual accounts
  • Taxation
  • Asset management
  • Investment monitoring
  • Income distribution

Contact us today to ensure that your trust is formed and administered as effectively as possible, covering all legal requirements allowing it to fulfil its purpose.

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Meet The Team

Richard O'Grady
Principal
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Jessica Page
Client Manager
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Jenny Kopac
Auditor
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Olivia Selamat
Accountant
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Alexa Miller
Receptionist & Pa
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Sophia Huang
Trainee Accountant
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