Putting your assets into a trust means they are looked after by a trustee for future beneficiaries, and are kept safe from any claims made against your assets after you die.
A trust can:
Provide for your children and grandchildren (eg, for their education or if they have disabilities);
Protect your assets from unwanted claimants;
Protect your personal assets from the risks associated with business;
Protect assets you bring into a marriage or relationship;
Ensure continuation of family ownership; and
Limit claims being made against your assets after you die.
As trusts come in many shapes and sizes, Perpetual Guardian can structure them to meet members needs and goals.
Perpetual Guardian would contact members to discuss and agree on an appropriate fee before proceeding.
For more information on trusts, visit www.perpetualguardian.co.nz