Personal Clients

• Estate Planning
• Property Taxation
• Retirement Strategies
• Self Assessment
• Tax Enquiries
• Trusts & Executorships

Trusts & Executorships

Trusts are a relatively straight forward, easy and tax efficient method of setting aside assets for future beneficiaries outside of the inheritance tax net. We can advise you on the most suitable type of trust for your purposes, assist your solicitor in setting up a trust, and provide a full range of accounting services for the trust.

We can also advise you on the preparation of your will.

Where appropriate, we can introduce you to a suitable firm of solicitors who have extensive experiencec in dealing with trusts from our panel of solicitors.

For further details please contact us.