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Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. 

We can assist with:

  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
  • Minute-keeping service
  • Annual accounts
  • Taxation
  • Asset management
  • Investment monitoring
  • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal and reporting requirements.

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3 Reasons To Use Us

  • 1.

    Business experience & skills

    The team at Simmonds Ball Engert have considerable experience and skills encompassing key aspects of a large variety of business in many areas of commerce and industry.
  • 2.

    Passion for business (your business!)

    We share your passion for your business and will strive to assist you in achieving your goals and aspirations.
  • 3.

    Proactive, responsive and understanding

    When you entrust us to become your advisor we will take a proactive approach and will engage with you on a regular basis. We will be responsive to your business requirements and undertake to understand the key elements of your business to enable us to provide tailored advice.