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Discretionery Trusts

A Solicitor from Westley DiGiorgio Norcock can advise you on the best structure to own and operate a business whilst maintaining and protecting family assets outside the operation of the business.

One of the most flexible structures is a Discretionary Trust, otherwise known as a Family Trust. These Trusts’ deliver the most flexible and tax effective structure that can be used to own and run a business whilst protecting assets outside of the business. A Trust can protect private assets such as the family home if something goes wrong in the running of the business.

If the business is thriving, a Trust has the ability to distribute profit among family members to maintain low tax brackets.

Downloadable Form (pdf)

Download and complete the form to instruct us to prepare the necessary documentation

  • Instructions for Discretionary Trust

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