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!

Private Investor & Individual Services

What our customers say

Tom Meredith representing CapitalQ Chartered Accountants has been my accountant preparing my personal tax returns for the past 3 years. His highly professional and efficient service is the reason why I will be a client for years to come. I, along with friends and family, can not recommend Tom and the Team at CapitalQ highly enough.

Jeff Butterfield

Private Investor

Footer
FREE guideHow to Choose the Right Accountant LinkedIn icon