Trust Review

The robustness of family trusts is coming under considerable scrutiny as a result of the Law Commission review, resulting in a massive wakeup call for Trustees.  Our Trust Review service examines your Trust set up, identifies any administration gaps, and ensures your Trust is compliant with legislation and that Trustees are meeting their obligations. 

We’ve developed a number of resources and templates to help you to understand this complicated topic and to help you develop an effective Memorandum of Wishes.  Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.

Contact us today on +64 3 474 0475 to book your Trust Review. Book  now  

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