Trusts and Executorships

Trusts are a relatively easy and very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust for your purpose, set up trusts, and provide a full range of accounting, administration, and investment services for trusts.

Irrespective of tax planning, trusts are very important where one or more of your beneficiaries is unsuitable to look after substantial sums of money, e.g. because of mental handicap, immaturity or inexperience. Trusts enable you to transfer money out of your estate without your losing control.

We can also advise you on the preparation of your will and either liaise with your own solicitors or recommend solicitors.

Where appropriate, we can act as trustees or executors and if you wish, administer your estate in accordance with your wishes.