Trusts, Estates and Inheritance Tax

We offer specialist services to help protect assets and minimise tax liabilities through succession and will planning and with the use of trusts where appropriate.

This may involve the use of a trust to give you flexibility to deal with changing circumstances as well as providing protection for your assets both during your lifetime and after death.  Trusts can also play an important role in family tax planning.  It is their flexibility that enables the management and minimisation of income, capital gains and inheritance tax liabilities.

We can help with a wide range of services including:

• Working with you to pass wealth onto the next generation in a tax efficient manner
• Advising on setting up trusts
• Organising estates
• Succession planning
• Dealing with the ongoing administration of trusts including all tax returns and advice on income and capital distributions
• Assisting with the administration of estates and tax returns and calculations