Trust set-up and support

A trust is an excellent tool to protect your assets but it needs to operate within set criteria and legal boundaries.

It also needs to be set up and managed properly to ensure you and your trust beneficiaries get the full and intended benefits of the trust.

With years of experience in the area of family trusts, general trusts and charitable trusts we are able to oversee:

  • Trust formation.
  • Trust administration and reporting.
  • Trust support including: annual accounts, minutes, filing of tax returns etc.

Trust gifting

The legislation surrounding the gifting from a family trust has changed greatly in recent times. The team at Avondale Chartered Accountants are right up to speed with the laws surrounding Gift Tax and how they affect you.