Trust

Trusts are commonly used for succession planning, asset protection, and managing wealth across generations. We advise on a wide range of trust structures including discretionary, fixed, bare, protective, warehouse, and generation-skipping trusts, each suited to different family and financial circumstances. 

Our focus is on helping clients understand the tax implications of trust arrangements, primarily income tax, Capital Gains Tax, Capital Acquisitions Tax, and discretionary trust tax. We also advise on the rights and tax treatment of beneficiaries, trustee obligations, and the impact of cross-border issues such as double taxation.  

We provide formal written advice to support clients and their legal advisors to assist in making informed decisions about trust planning and compliance.