Family Trusts - CapitalQ

Family Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others.

Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable.

We can assist with:

  • Arranging preparation, and execution, of the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts

Completing the trust administration:

  • Minute-keeping
  • Annual accounts
  • Taxation
  • Asset management
  • Investment monitoring
  • Income distribution

Contact Us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and fulfilling its purpose!

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What our customers say

Logo for Dr Chris Mitchell & Ms Kirsty Browne-Cooper
A significant medical invention with a potentially large international royalty stream was a great step towards financial independence, but we had no idea of how to manage the finances or tax implications.

CapitalQ guided us through the process of setting up a business including utilising Trust structures, resulting in a significant increase in the after tax financial returns from the invention.

They now care for our entire family’s tax issues and returns.

We could not be happier
Dr Chris Mitchell & Ms Kirsty Browne-Cooper

Dr Chris Mitchell & Ms Kirsty Browne-Cooper

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