Trust Services

A trust provides a valuable way to protect the assets you have accumulated, whether it is for making provision for your retirement, providing for your children grandchildren or wider succession, or protecting your assets from a wide variety of claims. Our extensive experience with trusts enables us to offer specialist advice on trust formation and administration. Obligations for trustees can often be onerous, and we can help you navigate through what can sometimes become a minefield.

We can assist with:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Trust administration services including:
    • Minute preparation
    • Annual accounts
    • Taxation
    • Asset management
    • Income distribution

Contact us today to discuss the formation and administration of your trust.

Contact us...

Office Location
First Floor, VTR House
24 Manukau Road
Epsom, Auckland 1023
New Zealand

Phone: +64 9 523 1310
Fax: +64 9 522 1833

...or make an appointment

If you would like to meet with one of our team to discuss your financial needs, please feel free to book an appointment with us.

Book your appointment