Of course, many people retain and operate their testamentary trusts for asset protection reasons. And engaging the Westcourt CFO and bookkeeping services allows families to demonstrate discipline in cash flow management and separates the operation of a testamentary trust away from the personal finances of different family members. Our bookkeeping and processing team are diligent and consistent when processing payments and managing the diverse needs of different family members.
Engaging Westcourt to manage your testamentary trust from a tax strategy and a bookkeeping perspective is a natural choice for families in business. Our deep, proven tax knowledge allows testamentary trust to maximise the tax opportunities. Our cloud software, including Xero and QBO, simplifies administration. Our global accounting network through GGI Global gives us access to over 29,000 accountants and lawyers worldwide to assist in managing testamentary trusts with assets offshore.