Trusts and estates

A well-managed trust can be an invaluable business or personal asset, but professional groundwork at the set up stage and on-going maintenance is essential in ensuring future success.

At Moore Stephens Markhams our trust administration is designed for the typical family trust where the sole assets are typically passive assets (such as the family home or leased land).

Our experienced trusts and estates team can assist with establishing your trust and, for an annual fixed fee, assist with its administration including:

  • Preparation of annual minutes of the trustees
  • Preparation of minutes authorising significant transactions
  • Maintenance of the trust records
  • Maintenance of the trust register of assets and liabilities.
  • For more information about trusts, wills and estates, click here.

Serious about your success?