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.

Latest from PEM

PEM Corporate Finance advises on succession buyout at Bailey Fisher

14/08/2018 - 16:35

Bailey Fisher Executive Search, a leading Cambridge and London firm focussed on the hiring of senior executives to some of the most successful companies based in the UK, has announced changes to its ownership structure which will further strengthen the business. PEM Corporate Finance acted as lead advisers on the succession buyout.

Read more >

Our culture

13/06/2018 - 12:28

Happiness and well-being is important to us. This emphasis on creating a positive culture where people can thrive is key to our success in attracting and retaining talented employees.

Read more >

PEM Corporate Finance advises on sale of leading energy management company

11/06/2018 - 21:10

eSight Energy Group Ltd, a leading developer and supplier of energy management software, is pleased to announce the sale of the company to German private equity firm, BID Equity. The acquisition enhances BID Equity’s position as an IoT (Internet of Things) provider focused on the energy sector and represents an exciting new growth phase for eSight Energy.

Read more >