Establishing a trust?

Trusts represent a very flexible method of holding assets and distributing income and capital gains, whether for business operation, investment, asset protection or tax-reduction purposes.  No matter how many times the demise of trusts has been predicted, new uses continue to be found for them.

Establishment of a trust requires careful long-term planning to maximise its effectiveness and (so far as possible) to avoid unexpected consequences (including extra stamp duty and tax costs) if circumstances change.  To assist you to achieve the best outcome, Tyler & Co can:

  • Analyse your requirements and advise you on the options available to you;
  • Draft a trust deed tailored to your particular requirements;
  • Assist you with procedures and documents required for management of your trust; and
  • Advise you on and implement subsequent amendments to your trust deed.

Contact us for a preliminary discussion of your requirements and selection of an appropriate type of trust. Click here for a case study.


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