Wills & Trusts

Trusts are a vital and essential part of financial planning, and can be 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 and, with the help of our specialist professional connections, can assist you in setting up a trust, and provide a full range of accounting tax compliance and management services for trustees.

Together with our specialist professional connections, 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.

Levels and bases and reliefs from taxation are subject to change and their value depends on the circumstances of the individual investor.
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