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Having a properly administered Trust with accurate records is the backbone of ensuring your Trust is protected from being “busted”.
This could see many changes to the rules under which Trustees operate.
Trust Establishment Services
Ongoing Trust Administration
Trust “health-check” Reviews
Speciality Tax Advice
At Bennett Advisory we can assist you with structuring your personal and business affairs.
Structuring for efficiency
Taxation on business transactions
Domestic and Offshore structuring and restructuring
Overseas investment income calculation
Tax risk review
Trust and succession planning
Accounts and tax returns
Trust Review & Administration
Often a two-stage process; firstly to review the documentation and secondly; to bring the documentation up to date following the review.