Trusts and Asset Planning

Establishing and Managing Family Trusts

Family trusts can be a useful tool for protecting assets, managing wealth, and planning for the future. We assist with the full setup of trusts tailored to your personal goals—whether it’s protecting assets from future claims, ensuring financial support for loved ones, or providing flexibility across generations.

Our services include:

• Drafting trust deeds and advising on appropriate trust structures
• Appointing and advising trustees on their legal obligations
• Preparing memoranda of wishes to guide future decision-making
• Transferring assets to trusts and ensuring legal compliance

We also support ongoing trust administration, including trustee resolutions, record-keeping, and guidance on trust distributions or wind-ups.

Asset Protection for Families

In today’s world, family arrangements can be complex—particularly for blended families, second relationships, or those with children from previous partnerships. We offer tailored advice to ensure your intentions are upheld and that your planning accounts for all aspects of your family life.

This may involve:

• Protecting assets intended for children from a prior relationship
• Balancing the needs of a current spouse or partner with other beneficiaries
• Coordinating trust and relationship property arrangements
• Minimising the risk of future disputes or claims

We take the time to understand your priorities and work closely with other advisers where necessary to ensure your asset planning is aligned with your legal and financial goals.

Reviewing Existing Trusts

Trust law has changed significantly, and older trust arrangements may no longer offer the protection or flexibility originally intended. We review existing trusts to ensure they comply with the Trusts Act 2019 and remain suitable for your current circumstances. Where needed, we advise on variations, restructuring, or winding up trusts that no longer serve their
purpose.