Trusts & executorships

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Trusts are relatively easy and very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net. We can advise on the most suitable type of trust for your purposes, set up trusts, and provide a full range of accounting services for trusts.

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

Where appropriate, we can act as trustees or executors.

> Estate planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

> Personal tax planning

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities.

> Retirement strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.

> Self assessment

The term 'self assessment' is proving to be one of the great misnomers of all time. Many taxpayers struggle to understand the complex tax returns and complete them correctly.

> Trusts & executorships

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

Make things simple

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can.