Free Trust Warrant of Fitness Guide
Download our free Trust Warrant of Fitness guide here. This free guide enables you to quickly check if your trust is in jeopardy of being challenged.
Click here to download our Trust Warrant of Fitness pdf.
Welcome to Integrity Trust Limited, your trust management specialist.
If you already have a trust or are a trustee for someone else then you need to be aware of the responsibilities and risks. See our Free Guides section.
Trusts have become increasingly popular in New Zealand, it is unfortunate however that many trusts are not worth the paper they are written on, or worse, may be exposing the trustees to significant personal liability.
Here are some of the comments we hear that indicate a trust could be at risk of being challenged:
"I thought once I signed the trust deed I was protected for the future"
"No one told me I needed to keep paperwork for my trust"
"My independent trustee just signs what I tell them"
"Although I'm a trustee someone else takes care of all that"
"The assets are really still mine to do what I like with"
"I just pay all of my bills out of the trust"
Too many people have established trusts and simply carried on acting as they did before the trust was in place. This is exactly what those trying to challenge your trust will be trying to prove; that no real trust relationship exists.
Now don't get us wrong, trusts are a good thing and we believe that anyone planning to accumulate wealth during their lifetime should find out whether trusts are for them.
It is essential however that trusts are part of a comprehensive Wealth Protection Plan and not simply purchased off the shelf, as we see all too often.
At Integrity Trust we understand the importance of dealing with experts. Specialising in trust management, we seek to work with your existing providers such as your lawyer, accountant, financial or investment advisor, mortgage broker and/or insurance broker to achieve your goals. After all, that is what it's all about isn't it, achieving your goals.
The most important step is to take action, contact us today to talk to one of our Fiduciaries.
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Thank you for visiting us and we hope you find our website interesting and informative.