Trusts & Estates

Trusts

• There are many reasons for holding your assets in a Trust, however they all essentially work towards protecting your assets.
• If a Trust is right for you, we will work with you and your lawyer regarding the preparation and execution of the Trust Deed.
  Once the Trust is set up, we can assist you with the following services:
• Trust administration
• Minute keeping service
• Financial Statements
• Taxation
• Income distribution

Estates

•  Similar to a Trust, an Estate may require Financial Reports and Tax Returns. PKF Rutherfords will work with you to ensure that all financial reporting and taxation requirements relating to the Estate are dealt with efficiently.
• To discuss your Trusts and Estates needs, contact ewen.kirkcaldie@pkfr.co.nz