Trusts

Having a trust in place can be a valuable way of protecting both your business and personal assets.  We can provide expert advice to guide you through the process and ensure that your trust is maintained as required.

Stewart & Co can assist with administration of your Trust as follows:

  • Prepare annual gifting documents and attend to filing these with the Inland Revenue Department
  • Prepare trustee resolutions and deeds for various trust transactions
  • Advise on Trust Administration to ensure that it complies with best practice and therefore is appropriately protecting you and your assets

We are also able to act as independent trustee for your trust.  This is usually however dependant on the requirements of the trust and where there is an appropriate level of involvement to allow us to have an understanding of your needs.

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