In estate planning, it’s of key important to recognize that wills and trusts are the vital tools that will enable you have your property managed and distributed as you desire. Viona Ochola & Associates Advocates will help you safeguard your integrity or that of your loved one.
Our services consist of guiding you on structuring your property and affairs during your life in the most tax-efficient way.
Our team deals with all aspects of estate planning including:
- Wills for clients with either complex and/or high-net-worth estates or simple assets.
- The incorporation of trusts within wills and the constitution of those trusts after the death of the client.
- Tax consequences of estate planning and trusts.
- Administration of trusts including preparing tax returns, liaising with financial advisers, making distributions, collecting rents and other sources of income and handling the legal and administrative issues that arise from properties held in trusts.
- Cross-border succession.
Advising clients on the Retirement Benefits matters, drafting trusts deeds and rules for pension schemes and other documents such as deeds of amendment and deeds of appointment. Advising on changes of the law under the Retirement Benefits Act. The firm assists clients in: – Establishing unit trust structures, drafting trust deeds and related contracts. – Registration of unit trusts with the regulator and advises on reporting requirements.