Trusts & Executorships

Trusts are a relatively easy and very tax-efficient way to set aside assets for future beneficiaries outside the inheritance tax thresholds.

 

We will advise on the most suitable type of Trust for you, set the appropriate Trust up in conjunction with your solicitors, provide a full range of accounting services, and prepare and submit the annual Trust tax return to H M Revenue & Customs.

 

Where appropriate we can act as Trustees.

 

We can also assist you and your solicitors with the preparation or review of your will and where appropriate can act as executors.

 

 

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