Trustee Advisory Service

The objective of the service is to provide a systematic framework to assist trustees to comply (and be able to demonstrate that they have complied) with their duties to the beneficiaries of the trust in relation to matters relating to trust investment and taxation.

The backbone of TAS is to identify the suitability, tax efficiency and diversity of trust assets in relation to the trust objectives and ensure that these are continued to be met through regular monitoring and reporting.

An overview of the TAS can be downloaded below.

> TAS Overview Document