Can you gift trust assets in your Will? What every farmer and family business owner needs to know
Learn about Trust Succession and its crucial role in managing family wealth. Ensure your assets are properly protected and passed on.
Learn about Trust Succession and its crucial role in managing family wealth. Ensure your assets are properly protected and passed on.
A farm trust is a discretionary trust that is used to own land for primary production while also providing flexibility so the property can eventually be transferred to other family members. Asset protection, tax efficiencies, and ‘controlled succession planning’ are the key benefits of a farm trust.
Have you lost your trust deed? In this article we explain what you can do about it.
We know that getting your trust distribution minutes right can be a headache.
To help, we have compiled a series of useful articles and links below that will help you optimise your trust distribution minutes and assist you in getting them right the first time, every time.
‘Asset protection’ is the phrase given to strategies that seek to keep assets out of harm’s way. Want to know more about this strategy?
Take advantage of our year-end trust distribution minute review service