Family Trusts

If you own a family home, or any other asset that is increasing in value; or an investment that is producing income then you should consider forming a family trust.

A properly established family trust can provide you with following benefits:

* Protecting your home and investments against business risks
* Income splitting to reduce your tax
* Keeping your assets intact for your surviving partner and children, particularly if your surviving partner remarries or enters into another relationship;
* Protecting your children against matrimonial claims on separation
* Minimising your exposure to rest home fees
* Greater flexibility in dealing with your assets

If you think a Family Trust may be for you, and you would like more information, please contact us for an appointment. The initial discussion will be at no charge if you decide not to go ahead.

Request an appointment