Beneficiaries
The persons or classes of persons intended to benefit from the trust arrangements.
HERITANT · Trust Planning
Trust Planning.
Considered trust planning and documentation based on the client's objectives, beneficiaries, assets and wider estate-planning circumstances.
HERITANT
From Planning
to Implementation.
Trust advisory
A trust can be useful in appropriate circumstances.
Trust planning may be considered where a client wishes to establish arrangements concerning the holding, management or application of assets for identified beneficiaries or purposes.
Whether a trust is appropriate depends on the client's objectives, family circumstances, intended beneficiaries, assets and applicable legal requirements.
What we consider
Trust planning may consider.
Trustees
The persons or entities intended to hold and administer trust property in accordance with the trust documentation.
Family Protection
Planning where beneficiaries may require continuing assistance, support or protection.
Trust Documentation
Preparation of the trust instrument and provisions appropriate to the intended arrangement.
Assets
Considering the property or assets intended to form part of the trust arrangement.
Legal Requirements
Considering execution, stamp, registration or other legal requirements where applicable.
Our assistance
Trust planning assistance.
Trust arrangements should be considered as part of the client's wider objectives rather than treated as a standard solution for every estate.
Initial consultation regarding the purpose of the proposed trust
01Consideration of intended beneficiaries
02Consideration of proposed trustees
03Consideration of assets intended for the trust
04Trust deed preparation where appropriate
05Review of relevant trust provisions
06Execution guidance
07Applicable procedural assistance where required
08A trust is not automatically required
The creation of a trust is not automatically appropriate for every client. Whether a trust should form part of an estate plan depends on the client's objectives, family circumstances, assets, beneficiaries and applicable legal requirements.
Consultation