Trusts

Trusts have become popular in recent years, and with good reason. Whether you are an investor, business owner or a retired person you can benefit from personal asset and tax planning advice.

A trust is one of the ways in which we do this. A trust as part of a properly conceived asset planning structure can offer creditor protection, potential tax savings, relationship (matrimonial) property protection and rest home subsidy protection.

We assist our clients to determine the most appropriate and tax-efficient way to structure their affairs for investment purposes and how to manage and protect their assets. We can assist you to plan and structure your personal affairs to protect your existing assets and also give you the flexibility to cope with whatever the future holds.

We are conversant in taxation issues relating to the use of LAQC companies, structuring relating to distinguishing property development and property investment and company restructuring where there is taxation benefit to be gained.

However, we also appreciate that trusts aren’t right for everyone, so we’ll tell you if we think you don’t need one and we’ll offer other practical alternatives for your circumstances.

If you would like more information in this area please telephone or email your usual contact at Steindle Williams Legal or Tony Steindle , Megan Williams