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

We can advise on the most suitable type of trust for you, assist you in setting up the trust and provide a full range of accounting services required for trust management. We can also advise you on the preparation of your will. Where appropriate, we can act as trustees or executors.

Our trust and executorship service operates alongside other financial planning services including Retirement strategies and Estate planning.

If you would like to know more about our trusts and executorships service or would like to arrange a free initial meeting to discuss in more detail how we can help you, please Contact Us.