Client Testimonials

Bob Taber & his staff have looked after our financial needs since 1986. His expertise & diligence have always been greatly appreciated, we are so lucky. Many thanks.

As a widow I am very satisfied and very confident knowing all my financial investments and accountancy affairs are looked after.

 

We are extremely pleased and satisfied with the service we have received. The staff are always friendly & helpful. "A breath of fresh air!!"

Been a client since the 1960's and always been very happy in all Cutcher & Neale have done.

We have a productive, personalised & professional relationship with our contacts at C&N. They go above & beyond to provide service that is excellent (timely, accessible & open). Thank you so much.

Trusts

A Trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

Our expertise and experience means that we're able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met.

Obligations for Trustees can often be onerous so it's critical that you receive the right advice and guidance. You'll find our assistance in Trust administration will be invaluable.

We can help with the full range of Trust-related services including:

  • Prepare and execute the vital documentation involved in Trust formation
  • Attend to the special requirements involved in reporting for Trusts
  • Trust administration
    • Minute keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure that your trust is formed and administered as effectively as possible, covering all legal requirements allowing it to fulfil its purpose.