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Trusts and Asset Planning

Protection of your assets is one of the most important measures you can take in life.

Passing on the family farm or the provision of wealth to your children is a sensitive and often intricate scenario. Our lawyers have the empathy and understanding to make this process as smooth as possible.

Trust law is constantly evolving and the legal implications of creation and administration of trusts is becoming increasingly complex. Our specialist team has vast experience in this area with the technical skills to ensure that you receive appropriate advice regarding succession planning and all aspects of establishment and administration of trusts.

Our service includes:

  • Creation of and advising on trusts including family and charitable trusts
  • The transfer of assets to a trust
  • Gifting
  • Application to the Charities Commission for charitable trust status
  • All aspects of succession planning
  • Advice on trustee obligations and responsibilities

The firm administers a special purpose company which acts as the independent trustee for many of our client's trusts.