Trusts

Working with you to protect what’s important.
Trust Accounting

Trusts

For more information contact us:

What we do:

A Trust helps protect what is important but can be time consuming and complicated. Trusts are an excellent way to put aside money, to keep property within the family, and to avoid possible future relationship property claims.

But if Trusts are not set up or managed correctly, they can be inconvenient and expensive and may not protect you and your assets as originally intended.

Agar Fenwick have years of experience working with both family and charitable trusts, acting as trustees and trust administrators. We can help you understand your responsibilities, as well as helping with your accounting obligations.

How we can help you:

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Understand the right kind of trust for you
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How to form a trust
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Preparing trust financial statements and tax returns
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Administering the trust and preparing trust minutes
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Acting as a trustee
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Advice on gifting
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Advising on income distribution
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Monitoring your investments and assets