At KTS chartered accountants, we have had extensive experience with trusts over many years, the formation of them, the management of them and dealing with the financial aspects of them.
Trusts can be complicated and technical in terms of the law and the requirements of the money laundering act.
We no longer act as Trustees of our Clients trusts, nor do we get involved in the setting up of trusts, so our advice to you is unbiased.
However, we can give excellent advice from our long experience, so if you are looking to set up a trust, come and talk to us first.
We can discuss:
- Do I really need a trust?
- Why do I need a trust?
- What benefits will forming a trust bring to me?
- How will having a trust impact on my financial affairs?
- What are the legal ramifications of forming a trust and how will that work?
- Will I need to make a new will?
These questions amongst other are important questions to ask and have an open discussion about before you take the steps of forming a trust, especially with your accountant as well as your Lawyer.
The expert on our KTS team on trusts is Tony Forlong, he is happy to make an appointment with you and discuss all your needs and requirements.
PRINCIPAL & CEO
Email: firstname.lastname@example.org | Phone: 09 4129902 extn 9