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

2020 May bank holiday will be moved to mark 75th anniversary of VE Day

19/06/2019 – The government has announced that the date of next year’s early May bank holiday is to move from Monday, 4 May to … More...

Gifts with strings attached

18/06/2019 – The majority of gifts made during a person's life are not subject to tax at the time of the gift. These lifetime … More...

The tax consequences of social events

18/06/2019 – The cost of a staff party or other annual entertainment is generally allowed as a deduction for tax purposes. If you … More...

Selling the family heirlooms

18/06/2019 – There are special rules concerning the payment of Capital Gains Tax (CGT) on the sale of personal possessions also known … More...

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