How It Works

What is a Family Trust?

A Family Trust is an entity, which holds and owns property for the benefit of your family. This allows you to transfer the ownership of property and other assets out of your own name so that they can be protected for a variety of reasons, whilst still maintaining control over them.

Creating a trust does not have to be complicated, our trust experts take the hassle out of protecting what’s important to you and our fixed fee packages mean that you don’t pay too much for the flexibility and protection a trust provides.

1. Complete our simple contact form to start the process.



2. We call you to discuss your requirements and answer any questions you have.

3. Fill in our online Trust creation form and Will creation form (if required).



4. We draft a trust deed (and Will if required) and call you to ensure everything is correct, when you are satisfied the documents will be sent for you to sign.

5. Apply for an IRD number (if required) and schedule an annual trust administration check up.



6. Transfer Any Assets Into The Trust (Conveyancing And Gifting).

7. Your assets are now protected.


Family Trust Query

Do you have a question
about our service?

We offer a hassle-free and affordable way to set up a trust that is tailored to your needs. We are registered tax agents with Inland Revenue and our service is simplified, making the process of setting up a trust easier than ever before.

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