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Trusts Management.gif

Trusts:
Trusts are a means of safeguarding and protecting assets for the future enjoyment of other people often children, grandchildren or incapacitated members of the family or friends.  Trusts can be set up when you are alive or by your will on your death.    Some use trusts to reduce tax.

What we can do:
Wilson Nesbitt have an experienced team that draft and prepare trusts for family or tax saving purposes and provide ongoing management of will & other trusts.  We will ensure that regular reviews of investments are made, income is appropriately distributed, tax returns are lodged and the trust is properly managed for the benefit of all the beneficiaries.   Once the purpose of the trust has run its course we will ensure the trust assets are properly distributed to those entitled.

Contact us:
If you would like more information please complete a contact form, or telephone 0800 840 9293 or email estates@wilson-nesbitt.com.

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