A Haven adviser will meet with you to understand your business or situation in which you would like to implement a trust. Once we know your needs, we will prepare the initial trust establishment documentation including:
- Trust deed
- Initial trust minutes
- Apply for an IRD number for the trust
- Liaise with your legal representative and bank (where required) regarding asset transfers to the trustees
For a trust to remain established, it must be regularly reviewed and updated. You should contact your adviser with any major milestone such as new additions to the family and large purchases. If you are concerned about the administration of your trust or would like to be assured of your trust validity, we can carry out a complete trust review and provide a report of where your trust is at and where it should be. We can also coordinate and prepare the documentation needed to bring your trust up to speed.
We can help by:
- Assisting with your annual meetings.
- Documenting decisions and actions taken by trustees.
- Guiding trustees in effective decision making.
- Ensuring your trust complies with relevant legislation.
Haven has acted as a trustee for a number of trusts. If you need an independent trustee for your trust, contact an adviser today for unbiased, non-emotional expertise that will safeguard your trust’s interest.
In the instance of a dispute or challenge, a Haven trustee helps with credibility, water-tightness and an outcome in line with your trust objectives.
If you would like to talk to Haven about your trust administration, or you would like to know more about protecting your assets for the future, contact us for an obligation-free chat.
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