Trusts

Trusts are an effective way of protecting a family’s wealth for the long term and we are able to advise on the most appropriate type of trust to meet your needs and investigate the benefits of putting assets into trusts to reduce the inheritance tax impact.

We can assist the trustees by attending to the general administration of the trust including the initial registration with HMRC, ongoing preparation of accounts and tax returns and attending trustee meetings if requested to do so.

We are able to advise on income and capital distributions from trusts and also the tax position of the beneficiaries.