Trust Planning and Executorships
If you are considering setting aside assets for specific future beneficiaries, trusts can be a simple and very tax efficient way to ring fence these assets outside the scope of current inheritance tax legislation.
We can advise on the most appropriate type of trust for your situation, assist with trust planning, the setting up of trusts, and provide a complete range of tax and accounting services.
We can also offer assistance regarding IHT returns and applications for Probate.
There can be tax planning considerations when preparing your will and we can advise you about these as required. In many cases we act as trustees or executors.