We assist in the establishment of trusts tailored to your specific needs and objectives, ensuring that your assets are protected and managed according to your wishes.

Our team conducts thorough reviews of existing trusts to assess their validity in terms of legislation, common law, good governance, and best practice, providing recommendations for improvements where necessary.

We ensure the appointment of an independent trustee to oversee trust affairs and act in the best interests of beneficiaries.

We document and ensure authorisation of ongoing transactions, as well as changes to assets, investments, and agreements, ensuring compliance with trust deed provisions and legal requirements.

We ensure that all trust-related transactions and changes are accurately reflected in the accounting records, providing transparency and accountability.

We ensure that relevant resolutions are duly documented, signed, recorded, and archived for all decisions taken by the trustees, maintaining a clear record of trust management and governance.

We ensure that a minute book is kept, recording the proceedings of trustee meetings and decisions taken in accordance with trust deed provisions and legal requirements.

We ensure that annual (or shorter period as required) trustee meetings are held to manage the trust and approve the annual financial statements, facilitating effective trust management and governance.

We ensure that the duties and responsibilities required by the Trust Property Control Act and the Trust Deed that trustees commit to are fulfilled, ensuring compliance with regulatory requirements and trust deed provisions.