Trusts and Executorships

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

We can also advise you on the preparation of your will.

Where appropriate, we can act as trustees or executors.

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Estate planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family.

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Personal tax planning

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities.

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Retirement strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires forward planning. 

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Self assessment

The term 'self assessment' is proving to be one of the great misnomers of all time. Many taxpayers struggle to understand the complex tax returns.

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Trusts and executorships

Trusts are relatively easy and very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net. 

Learn more