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Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!

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What We Do

We've also developed our traditional auditing and accounting practices into innovative client-focused services.

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Who we are

At Smith Jones we aim to provide you with advice when your business needs it, not just when you ask for it.

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Tool Box

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Meet The Team

Donald Lawrence
Director
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Diane McKim
Accountant
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Brian Lemos
Accountant
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Adam Avalos
Accountant
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Millie Engel
Accountant
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Mary Horvath
Reception
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Smith Jones Blog

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