Just as your house needs a regular dust off, so does your trust. 

It’s important to do regular housekeeping when managing your trust to ensure it is still fit for purpose and all the benefits remain in place.

Many people are unaware of their obligations as a trustee, and you could find themselves in hot water for not doing the right thing. The role of a trustee is a proactive one and the new Act sets out some areas trustees should be focusing on:

• Awareness and management of trust documentation
• Understanding and complying with trustee duties and responsibilities
• Knowing who is a beneficiary and ensuring disclosure obligations are met
• Trust administration 

We have some free online self-assessment tools that can help you.

Take our ‘Trust Warrant of Fitness’ test here or find out how our Trust Management Services can help you.

You can also contact Steph, head of our Trust Team on M: 021 595 980 E: [email protected]