ROBUST + COMPLIANt
Trusts are complicated, so the Tavendale and Partners Trust Management team provides professional trust management and trustee services nationwide, to a range of trusts, trustees, and professional service firms. Our focus is to ensure that trusts are managed effectively against their objectives, and that they remain robust and compliant from a multi-disciplinary perspective
Trustees have strict fiduciary duties as set out in pending legislation and evolving decisions of the courts. We provide crucial support to trustees, enabling them to perform their duties confidently and to best practice standards.
Our core services are:
Co-ordinating professional services;
Trust management review and report to identify any risks;
Trust management plan to ensure ongoing compliance;
Client portal holding key trust documents;
Organising trustee meetings and record keeping;
Additional services as agreed; and
Answering your ongoing questions.
If you would like to talk, then please contact:
022 657 3810
03 353 0721
022 657 3828
03 963 7720