Trusts & Estates

A well structured Trust will provide you with a tax efficient tool for protecting and transferring family wealth and business assets at the right time, to the right people.

In light of the many changes to legislation in recent years, Trusts are becoming increasingly complex to operate. Therefore specialist advice is fundamental in making sure your Trust is managed in the most cost and tax efficient way possible.

Our Private Clients team work closely with legal advisers to ensure you are both financially and legally compliant through timely preparation and presentation of all documentation.

We can help with:

  • Assisting the preparation of applications for probate
  • Acting as professional Trustee
  • Advising Trustees
  • Trust and estate returns
  • Trust and estate accounts

Trusts

  • Asset preservation and protection
  • Protection for individuals
  • Residence and domicile

Estates

  • APR/BPR
  • Generation, succession and retirement planning
  • Will reviews
  • Post death planning

To discuss your business and personal needs please contact a member of our Private Clients team or send us an online enquiry.

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