Trusts and executorships

We can advise on the most suitable type of trust for your purposes, assist with the set up process and provide a full range of accounting services for them.

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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. They can also be useful for:

  • Providing funds for your grandchildren's education, maintenance, etc.
  • Providing for people who are mentally or otherwise incapacitated
  • Presenting wealth for future generations

We can advise on the most suitable type of trust for your purposes, assist with the set up process and provide a full range of accounting services for them. We can help with:

  • Trust accounts
  • Trust Tax Returns and compliance
  • Repayment claims for beneficiaries
  • Distribution planning
  • Advice regarding the winding up of trusts
  • Residence/offshore issues

To find out how we can help, please contact us.

Contact us today for an initial consultation

Let's discuss how we can help you or your business.

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