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.

 

 

Latest news

  • Help-to-Save scheme launched

    17/09/2018 - More...

    The new Help to Save scheme for people on low incomes was officially opened with effect from 12 September 2018 following

  • CGT record keeping

    17/09/2018 - More...

    The annual Capital Gains Tax (CGT) exemption for individuals is £11,700 for 2018-19. A husband and wife each benefit

Search archive


Newsletter

With our newsletter, you automatically receive our latest news per e-mail and get access to the archive including advanced search options!

» Sign up for the newsletter
» Login