Trusts & Executorships

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

We can also advise you on the preparation of your will, single or mirror.

Where appropriate, we can act as trustees or executors.

Latest News

Changing your company’s year end

07/10/2019 – There are special rules in place which limit your options to change your company’s year-end date. A … More...

What is the Inheritance Tax residence nil rate band?

07/10/2019 – The Inheritance Tax residence nil-rate band (RNRB) came into effect on 6 April 2017. The RNRB is a transferable … More...

What is Capital Gains Tax incorporation relief?

07/10/2019 – If you own a business as a sole trader or in partnership, a Capital Gain will arise if your business is transferred into … More...

Overdrawn directors’ loans

07/10/2019 – An overdrawn Director’s Loan Account is created when a director (or other close family members) 'borrows' … More...

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