CBS is your reliable source for proactive, expert advice tailored to guide you through the intricate administration of trusts and securing the financial future of your loved ones. Trustees can rely on us to alleviate the administrative burdens associated with their trust affairs. Our friendly and approachable team boasts over 30 years of extensive experience in trust administration, tax, and accounting, ensuring the effective and efficient handling of your financial matters.

The administration of trusts demands a broad understanding of estate planning, succession, and tax matters. At CBS, our trust experts have a proven track record of successfully identifying the most suitable solutions for each client.

Trust administration, particularly dealing with tax and accounting issues, can be intricate. The assurance that our seasoned professionals are on your side adds an extra layer of peace of mind.

Trusts are versatile tools crucial for preserving, protecting, and transferring hard-earned success as intended. CBS oversees a diverse range of trusts to align with unique goals for both the present and future, emphasizing the quality of our broader client relationships.

Guided by your priorities, we craft wealth transfer strategies enabling clients to maintain their current lifestyle while providing for loved ones and contributing to the community.

We handle your trust’s financial administration and reporting requirements with a friendly and efficient service.

Services include:

• Trust administration
• Preparation of trustee resolutions, attendance at trustee meetings, and minute preparation
• Customized trust solutions to create a legacy for the benefit of loved ones
• Wealth transfer planning
• Safeguarding assets from excessive taxation and unforeseen health, personal, and business risks
• Preparation of accounts – interim, annual, simple, and/or complex
• Completion and submission of trust tax returns and inheritance tax returns