Trusts and Wealth Management
Setting up a trust can be a very effective way to manage and protect your assets and investments, both during your lifetime and after. A trust is a separate legal entity and any trust is therefore taxed in its own right.
McDade Roberts can both arrange the set up and supervise the administration of all forms of trust. As part of our planning, we will work with independent financial advisers to ensure you are adequately protected and have complete peace of mind.