Protect Your Legacy with Expert Trust Services
How Rodgers & Co Simplifies Trust Management
Whatever your trust requirements we simplify the setup process, ensuring compliance with all legal requirements and tailoring solutions to meet your specific needs.
From initial setup to ongoing administration, we handle all aspects of trust account management, ensuring precision and efficiency.
We help you create a comprehensive estate plan to preserve your legacy and provide security for your loved ones, aligning with your long-term goals.
Our team implements strategies to safeguard your wealth against potential risks, ensuring the longevity and security of your assets.
We provide ongoing maintenance services to ensure your trust adapts to changes in circumstances and remains compliant with all legal obligations.
The Benefits of Using Rodgers & Co for Trust Services Needs?
Let us help you set up the right Trust structure. Contact Rodgers & Co today to learn more about our Trust Management solutions!
Expert Guidance and Tailored Solutions
Rodgers & Co provides personalised trust services, helping clients establish and manage trusts that align with their unique financial and estate planning goals. Our expertise ensures clients make informed decisions to protect their assets and secure their legacy.
Enhanced Asset Protection and Legacy Planning
With a focus on safeguarding wealth, Rodgers & Co implements strategies to protect assets from potential risks while ensuring seamless succession planning. Clients gain peace of mind knowing their assets are managed responsibly and their legacy is preserved for future generations.
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FAQs About Trust Services
Establishing a Family Trust is a proven way to protect your assets. Our experts guide you through the process and implement strategies tailored to your family’s needs.
Trusts provide asset protection, estate planning benefits, and flexibility for managing wealth. They can also offer tax advantages and ensure your wishes are upheld.
Trusts in New Zealand are taxed at a flat rate of 39%. Our team ensures compliance and maximises any available tax efficiencies.
Trustees manage the trust and make decisions on behalf of the beneficiaries. While beneficiaries are the individuals or entities entitled to benefit from the trust.
Setting up a trust involves defining its purpose, selecting trustees and beneficiaries, and completing legal documentation. We simplify this process, ensuring your Trust is established correctly.
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