Purchase HDT Deed

[not so lucky]

Well I have read everything I can get my hands on and asked lots of questions re HDTs and I think it is the right thing to do for me.

So, what is the best source for a trust deed. Are there any other options. What should I look for in a good deed and how will I know it does the right things for me.

The trust deeds that I have looked at are all legal language and I get totally confused as to what I am actually supposed to do with it. Is there a simple language version that someone has used or are they all like that.

 

[Kamak]

Hdt

I was a bit like you so have had Dale do mine for me. For the first one I just wanted to get it right. Perhaps next time I might takle it myself but have been very happy with Dale's service to date as I guess a few others from here have been. Hope this is of some help. He also sent me out a "plain english" booklet which helped immensly.

 

[austini]

Hi,

You can of course purchase the trust deeds directly but honestly it is well worth paying an expert like Dale to set it up for you. As far as I am aware Dale's fee not only covers the cost of the setup but also answers and advice relating to a **** load of questions you will have initially after it is setup. You won't always find all the answers specific to your circumstanses on places like this forum. I have used a number of accountants and solicitors over the years and I can honestly say that the level of service provided by Dale and his staff is exceptional.

Cheers - Gordon