Asset Protection/Succession Planning


Our many years in practice and our wide range of experience over that time in serving the SME sector of our economy places us in the position of providing a wide range of services for our clients.  Our services with respect to Trusts include:


  • Advice on family trust formation including the appointment of trustees, determination of the beneficiary classes and setting of long term objectives for the trust.

  • Liaison with clients' solicitors in the preparation of family trust deeds.

  • Advice on the creation of family succession plans and documentation of such plans.

  • Assistance with the administration of debt forgiveness programmes for family trusts.

  • Assistance with the completion of appropriate documentation relating to activities of trusts (including minutes).