Trusts & Estates

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

At Moore Markhams our trust administration is designed for the typical family trust where the sole assets are likely to be 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.
Want to learn more, contact us today.