Why the human touch can make all the difference

At Castle, we’re one of the few firms left in the industry where our experienced staff manually review every order. Yet we still turn around orders within 24 hours! Some people ask why we do it, when we have the … Continued

Proceed with caution when removing a beneficiary

If a client has had a falling out with a child, spouse or relative and wishes to exclude that person as a beneficiary of an existing discretionary trust, the trustee’s motive may come under scrutiny, as happened in Schreuders v … Continued

Appointor Succession Plans Explained

Did you know that if you choose to have an appointor when establishing your discretionary trust, you also have the option of allowing for the appointor to be succeeded?  If you choose this option, Castle can tailor a succession plan … Continued