Trusts require regular review and administration to ensure compliance and optimal performance.
Our experienced team can assist you with the annual review process and provide guidance on general trust administration matters including:
Resettlement of trust assets;
Trustee obligations and beneficiaries; rights and entitlements;
Reviewing existing trusts and their administration;
Crafting bespoke memorandum of wishes to ensure your trust is fit for purpose; and
Gifting programs.