Protecting your assets

As you know, it can take years, even a lifetime, to accumulate your most precious assets – your family’s home, other properties, perhaps a business and investments. So you need to protect them carefully. Our experienced team will work closely with you to develop the best way to protect your assets that's geared towards your goals and situation.

 

Asset planning

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 family’s needs and how we can help you achieve the outcomes that best suit your personal situation.

 

Setting up & administering trusts

A trust can be one of the most flexible ways to hold and manage assets for family and loved ones. Our specialist trust team has significant experience in setting up and administering trusts for our clients, 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 in the future, we can advise on trust structures to help manage your personal risk. We can also draft a ‘contracting out agreement’, which can help protect your property if you separate from your partner.

 

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.

 

Estate administration

We’ve had many years' experience administering estates for our clients and their families. We work sensitively with your executors and family to ensure your estate is managed smoothly and efficiently.

 

We’re here to help
Please contact us to see why we're trusted advisors when it comes to helping our clients manage their wealth.


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

Andrée Talbot

Senior Solicitor

Karyn Kenealy

Senior Solicitor

Ian Boyd-Bell

Estates Manager

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