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Integrity Trust Ltd
Integrity Trust
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| Being a trustee carries with it many responsibilities that people are often not aware of. There can be very real consequences for getting it wrong, including personal financial liability. All too often trusts are sold
to clients without the associated
responsibilities and risks being
explained. This has created a
situation where the majority of
trusts can be challenged. The
blame for allowing this situation
to develop lays squarely with
those involved in the trust industry
to date. |
| Wealth Protection Planning |
 |
| We will work with you to understand your goals for your future and establish a Wealth Protection Plan to achieve your goals. We then work with your lawyer (or one of our partner lawyers if you don't have one) to prepare the necessary documentation. After all, lawyers are the best place to have legal documents such as trust deeds prepared. |
| Trust Warrant of Fitness |
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| If you already have a trust we will carry out a comprehensive review to identify any risks or gaps in its management to date. Our written review will highlight any remedial work that may be required. |
| Trust Assist |
|
| Our Trust Assist service supports trustees in undertaking their duties and meeting their legal obligations. This service is ideal for trustees who want to continue to make trust decisions but would rather have someone else take care of the paperwork. |
| Fiduciary Service |
|
| As your fiduciary we will act as a trustee for your trust. We will undertake all the work required to maintain the integrity of your trust to meet the objectives the trust was established to achieve. |
| Integrity Care |
|
| At various times in our life we find that dealing with your financial affairs can become overwhelming or something we would simply like help with. Our Integrity Care service is tailored to your needs and is flexible to allow changes as your situation alters. Integrity Care is ideally suited for those managing the affairs of an elderly relative. |
Level 1, 41-45 Clyde Rd, Browns Bay, PO Box 35-496, Browns Bay, Auckland, Ph: 0800 000 150 , Email: info@integritytrust.co.nz