We have provided within our Resource Library a detailed summary of numerous legal issues which arise in the trust, property and business realm.
The information within the Resource Library is meant to be a guide only, and should not be relied on without specific legal advice from a lawyer.
The information is intended to try and give our visitors and customers answers to some of their questions.
We do expect, however, that the information is likely to also raise a number of other questions for you which may not specifically be answered.
To that end, we encourage you to REGISTER ONLINE for a meeting with one of our team to provide you with the tailored advice you deserve.
The Protectors
A further, but often unutilised, role in a Trust Deed is that of a Protector. The Protector can act in
The Trust Deed
The actual formation of the Trust occurs when you have decided on who will be the parties included as Settlors,
Transferring Assets into your Trust
The purpose of forming a Trust for asset protection is for transferring your assets into it so that they are no longer
Trustee Duties
As a Trustee you need to be aware that you are liable for your actions in respect of the assets
Forgiveness Of Debt
As discussed above, while the Trust owes you money for the purchase of your family home (or other property), the
Gift Statement
The Gift Statement was an IRD required document that provided them with the details of your gifting programme. In the
Gifting as from 01 October 2011
On 17 August 2011, Parliament passed legislation that abolishes Gift Duty on GIFTS made after 1 October 2011. This is







