Company structuring future-proofs asset protection and family distributions

Recently a client contacted me, wanting to discuss ways to ensure that his company shares were protected from possible future creditors while reducing the tax payable on dividends.

I recommended a discretionary trust with terms that properly considered issues around appropriate trusteeship, and managing roles and succession in relation to control of trust assets.

Following my advice, the client was able to move their shareholding to a discretionary trust which will, in future, provide asset protection and tax effective distributions to family members.

“The content of this publication is for reference purposes only. It is current at the date of publication. This content does not constitute legal advice and should not be relied upon as such. Legal advice about your specific circumstances should always be obtained before taking any action based on this publication.”
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