Due to the nature of the clients that Conçerva act for, the utilisation of trusts for tax planning and asset protection is something that goes hand in hand.

Conçerva will provide advice with regards to the establishment of trusts along with the on going management of the trust funds.

Conçerva acts for a large number of trusts which have been established over many years and with different objectives. Once again, preparing a financial plan for a trust can assist with the trustees’ decision making process.

We act for all types of trust.

Trustee Investment Act 2000

The Trustee Act 2000 requires that trustees take appropriate advice.  By appointing Conçerva to act in relation to a trust, all of the Trustee Act requirements will be met.

Download Conçerva's FATCA Requirements