There is a clear need for family trusts to be comprehensively reviewed. Our firm has developed a trust risk review process which we strongly recommend we action for all client trusts. The review will address all of the above concerns and provide a ‘warrant of fitness’ of trust documentation and administration. We recognise the need to put in place a formal structure to ensure your trust cannot be challenged by any other party.
To put your minds at rest feel free to phone our office to discuss further.
At Paul Duggan & Associates, we aim to provide you with advice when your business needs it, not just when you ask for it. Services we offer include Business Services, Specialist Services and Taxation Services.
We offer a range of free, easy to use online resources including online calculators, key financial dates, useful tax facts as well as helpful internet links.
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