Save money in taxes by setting up a trust.

A trust is a structure that separates control and legal ownership from beneficiaries. This means while one person/company manages the asset or property, another person will receive the financial benefits (the beneficiary). Hence a trust can be set up to have income pass through it and be distributed to several beneficiaries in the most tax effective manner. This can usually reduce the tax paid on the income received when distributed to several people compared to if the income was to be distributed to one person. In fact child beneficiaries of a trust are entitled to receive a certain amount of income before being taxed.

So do you believe you may benefit from operating under a trust?

If so give us a call to see how we can help you understand the operations of a trust and discuss whether it is the right choice for you.

Or maybe you already have a trust set up but aren’t sure of your legal obligations and/or how the trust effects your personal tax return.

Our experienced advisors at Tick Tax can firstly explain how a trust works, and then assist you in distributing income to the trust beneficiaries in the most tax effective method.

A trust could save you thousands in taxes so don’t hesitate to make the decision and give us a call today.

Enquire about your Trust Tax
"My partner and I have had a number of appointments with Cat and other members of her team for a broad range of advice from tax returns, through to real estate investment and financial planning for the future and for eventual retirement and other long term goals. Cat and her staff are very approachable and deal with all our queries and questions in a professional but friendly way and are great at explaining complex financial information in a way that makes it easy to understand, even for those of us who can sometimes be baffled by all the information available. We would have no hesitation in recommending Cat and her team to anyone looking for good, solid and realistic financial advice."

Paula Reid

More testimonials


Make an Appointment Where to find Us What to Bring