Trusts can provide a tax-efficient way to set aside assets for beneficiaries. We can advise on the most suitable type of trust for you, assist you and your solicitor to set them up and provide a full range of accounting services for trusts. If you do not have a solicitor we can make a suitable referral for you.

We can also advise you on the preparation of your will, be it a single or mirror will.

Where appropriate, we can act as trustees or executors for you.

By structuring your assets and estate in the appropriate way it is often possible to shelter assets from significant tax liabilities and preserve them according to your wishes. However there are pitfalls and professional advice is essential.

Get in touch now on 01243 789031 or 02392 820726 to arrange a free no obligation meeting with us.