Trust Compliance and Estate Management

A well structured Trust can provide a tax efficient means of transferring family wealth and business assets at the right time and to the right people.

The operation of Trusts is becoming increasingly complex, therefore specialist advice is fundamental in making sure they are managed in the most cost and tax efficient way. We work closely with legal advisers to ensure you are both financially and legally compliant through timely preparation and presentation of all documentation.

Our Trusts team can help with:

• Assisting the prepration of applications for probate
• Acting as professional Trustee
• Divising Trustees
• Trust and Estate Returns
• Trust and Estate Accounts

For advice and assistance please contact our Private Clients Partner Sanchia Norris on 01223 728222 or Email: privateclients@pem.co.uk