Trusts & Executorships

Trusts might sound like a technicality, or some aspect of bureaucracy, but in reality they’re a powerful tool for looking after your beneficiaries after you’re gone – and for reducing any potential inheritance tax bill.

They’re easier to set up than many people seem to believe, especially with the expert advice and support of tax professionals like us, and deliver enormous benefits.

There are various different trust structures available, each with their pros and cons. We can help you identify the right type of trust to serve your needs and those of your family and manage its setting up. We’ll also review that structure regularly to ensure it continues to work for you.

If you already have a trust in place, we can administer it on your behalf, including any accounting and reporting required through tax returns and inheritance tax returns. We can also advise you on the preparation of your will, working with your legal advisors, and act as trustees or executors if required.

Our trusts and executorship service includes… 

  • Advice on trust structures
  • Trust setup
  • Trust administration and review
  • Trust reporting, accounting and compliance
  • Advice on capital gains tax (CGT) for trust assets
  • Advice on trusts and inheritance tax
  • Tax advice during the drawing up of wills
  • Trustee and executor functions

> Personal tax planning

The tax regime is getting more complex with more emphasis on taxpayers' individual responsibility. Proper planning can reduce your tax liabilities and help manage your money.

> Self assessment

They call it ‘self-assessment’ but many taxpayers struggle to understand the complex tax return process and so risk filing late, paying too much tax, or paying too little. Let us handle this for you and get it right.

> Estate planning

Few of us like to think about dying but, equally, few of us could live with the thought that we’ve failed to make adequate provision for the family and friends who survive us. That’s why planning matters.

> Retirement strategies

Everyone hopes to maintain the same standard of living in retirement as they enjoy while working, but to achieve that you need to start planning sooner rather than later.

> Trusts and executorships

Trusts are a relatively easy and tax efficient way to set aside assets for future beneficiaries, outside of the inheritance tax net that can so easily reduce the amount passed on.

> Forensic accounting and litigation support

At some point you will find yourself involved in a legal dispute over money. We can help establish the facts and advise during proceedings.

> Wealth management

We offer a wide range of financial planning advice covering investments, ISAs, pensions, retirement planning and strategic tax planning.

> VAT

Value added tax (VAT) is one of the most complex and onerous tax regimes imposed on business – so complex that many businesses inadvertently overpay or underpay.

Contact us

We offer free initial consultations to potential clients – call us today.
Find out more