TRUST & MANAGEMENT

When forming a Trust, careful consideration must be given to the reason for creating a Trust, the nature of the Trust, the duties of the Trustees and the rights of the Beneficiaries. The administrative affairs of a Trust must also be understood and done diligently.

BOVEST wants to help you to ensure your Trust is formed and administered in compliance with both the trust and tax laws by providing the following services:

FORMATION OF TRUSTS

We will assist you with advice, in drafting a trust deed and master’s certificates

ADMINISTRATION OF TRUSTS

We will keep all Trust documents such as Trust deeds, Letters of Authority, Investment records, title deeds of properties, FICA details, signed Trustee resolutions, Minutes of Trustee meetings and Financial Statements

ACCOUNTING & TAX

Bovest has the capabilities to do the accounting and tax services for your Trust and to draft annual financial statements

INDEPENDENT TRUSTEE

Although the Act does not specifically require an Independent Trustee, it is frequently requested by the Master especially when there is a dispute. Bovest can act as an Independent Trustee who is not a beneficiary or a family member

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WEALTH MANAGEMENT

INVESTMENT SOLUTIONS

ACCOUNTING & TAX

TRUSTS & MANAGEMENT

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