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Important Information

LOOKING AT BUYING A PROPERTY

BUT DO NOT HAVE THAT DEPOSIT OR THE MORTGAGE REPAYMENTS TOO HIGH? Trying to get on the property ladder but having trouble putting that deposit together or concerned about being able to afford those mortgage payments? Wait, there is a way around this with the help of family or the input of friends. With house prices having rocketed in recent times, the need for that… Read More »LOOKING AT BUYING A PROPERTY

ESTABLISHING A FAMILY TRUST

The steps to be taken to establish a family trust for a variety of reasons, including asset protection involves: ● Review of client assets, liabilities, and personal/business situation and provide initial advice. ● Draft trust documentation including Trust Deed and Memorandum of Wishes. ● Obtain new Will instructions to ensure will ties in with trust and draft Will. ● Arrange sale/transfer of house property and… Read More »ESTABLISHING A FAMILY TRUST