Trust accounting requires specialist knowledge and skills to ensure that a trust delivers all of its desired benefits while staying compliant and avoiding any pitfalls.
A trust is created when a person (settlor) transfers legal ownership of assets to a certain person(s) (trustees), to be held on trust for the benefit of one or more named beneficiaries. Trusts are a popular asset management and planning tool, and there are several types of trusts with different purposes.
UHY Haines Norton have been accounting for trusts for more than 60 years. Our expertise in trust accounting services and trust management includes:
Family trust accounting
Investment trust accounting
Charitable trust accounting
Preparation and filing of trust tax returns
Trust formations – set up and structuring to meet your goals
Our comprehensive trust accounting services provide you with complete confidence that your trust is ideally set up to meet your needs, and that your ongoing trust account management is in good hands.
Our free, no obligation introductory meetings are available to potential new clients who are considering the possibility of engaging the services of UHY Haines Norton (Auckland) Limited and have not previously engaged the firm.
The purpose of the meeting is to provide initial information such as:
An introduction to UHY Haines Norton (Auckland) Limited and how we operate
How our services may be of assistance to you
These introductory meetings also provide an opportunity for us to learn about you and/or your business, and identify ways we can help.
The duration of the meeting and the information provided is solely at the discretion of UHY Haines Norton (Auckland) Limited.
If at any stage during the introductory meeting it becomes apparent that official advice is required, we will recommend a formal engagement with the firm before proceeding any further. As such the introductory meeting should not be construed as “advice” given or received.
Once a decision has been made to formally engage UHY Haines Norton (Auckland) Limited, all services will be provided in accordance with pricing indicated in our Terms of Engagement.