Establishing multiple discretionary trusts is a wealth management strategy that delivers considerable advantages in asset protection, risk mitigation, tax efficiency and succession planning. Using multiple discretionary trusts as a tool in their broader advisory service can significantly enhance … Continued
Sale of Castle Businesses A couple of weeks ago, you received a newsletter to let you know that Castle Corporate was being sold to Sequoia Financial Group Limited on Monday, 31st July. However, the end of the financial year and the start … Continued
We are writing to let you know that, effective from Monday, 31st July, Castle Corporate will be sold to Sequoia Financial Group Limited, a company listed on the ASX. The integration of Castle and Sequoia will enable you to reap the … Continued
We are pleased to provide you with our price list for the 2023/24 financial year. The majority of fees remain unchanged although some fees have had to be revisited. Those fees will particularly apply to:- The stamping of trust deeds. … Continued