Protecting your assets

As you know, it can take years to build up your business assets: your people, plant, property, IP and investments. So you need to protect them carefully. We work closely with a wide range of clients who value our clear, considered advice and cost-effective service on the best way to plan, manage and protect their assets.


Asset planning

In anything happens to you or your business, safeguarding your assets for your family and for future generations is one of the most important things you can do. From asset planning and asset protection to succession planning, we’ll discuss your business needs and how we can help you achieve the outcomes that best suit your situation.


Setting up & administering trusts

A trust can be one of the most flexible ways to hold and manage your business’ assets. Our specialist trust team has significant experience in setting up and administering trusts efficiently and cost-effectively. We offer timely, practical advice on all aspects of trusts to ensure that yours is structured and managed in a way that protects your assets and achieves your goals.


Gifting your assets

Since gift duty reforms in 2011, you now have greater freedom to gift assets. Talk to us before embarking on any gifting to avoid unexpected pitfalls.


Protecting yourself

Because you just never know what might happen to you or your business in the future, we can advise on trust structures to help manage your personal risk. Ask us for more details.


Charitable Trusts

To help our clients achieve their philantrophic goals, our team can offer specialist advice on the formation or restructure of charitable trusts and related regulatory compliance and approvals.

 

We’re here to help
Contact us to see why we're trusted advisors when it comes to helping our clients manage and safeguard their assets.


Twice a year we publish a free newsletter, Trust eSpeaking, for our Trusts & wealth protection clients. Click here to read the latest articles or subscribe here to receive it direct to your inbox.  

 

Our People

Gary Simpson

Partner

Greg Woodd

Partner

Ken Paterson

Partner

Sarah Martin

Partner

Jamie Barr

Partner

Andrée Talbot

Senior Solicitor

Karyn Kenealy

Senior Solicitor

Katrina Simpson

Solicitor

We’re here to help
We’ve had some great success stories helping our clients. See how we can do the same for you.

Contact us now