Trusts and Estates  

Setting up a Family Trust can help protect your assets, for yourself and for the benefit of others.   At Accountants Bay of Plenty we have a great deal of experience with Trusts. We offer specialist advice on Trust set up, administration, meeting your statutory requirements and providing you with financial reporting. The Trust Services we offer include:

· Meeting to discuss the objectives of your Estate. · Working with you and your legal adviser when forming the Trust.   · Explaining in details the benefits of Trusts, your obligations as a Trustee and the statutory requirements of the Trust.   · Preparing your Trust’s financial statements, ensuring they comply with statutory requirements and taxation.   · Assisting you with the administration of your Estate and/or Trust.

To speak to one of our team. Call  07 3436452 or to email just click on their image