Wills & Trusts
Trusts are a vital and essential part of financial planning, and are
very tax-efficient vehicles 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 tax compliance and management services for trustees.
We can also advise you on the preparation of your will and provide a
discreet estate planning service that includes:
- Help with drawing up and reviewing your will
- Making full use of exemptions and lower tax rates on lifetime transfers
- Optimising lifetime transfers between spouses
- Transferring agricultural or business property
- Transferring assets into trust
- Arranging adequate life assurance to cover potential inheritance
tax liabilities.
We strongly advise you to begin your estate planning right away by contacting
us for a preliminary review.
Where appropriate, we can act as trustees or executors.
