Using trusts to ease the tax burden


Setting up a trust is a very tax efficient way to protect assets from the inheritance tax net for future beneficiaries. They can also be useful for:

  • Providing funds for your children's education, maintenance, etc.
  • Restricting access to property by future beneficiaries
  • Providing for people who are mentally or otherwise incapacitated

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 will also deal with all the compliance issues surrounding trusts involving Annual Income Returns and Inheritance Tax Returns.

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

Where appropriate, we can act as trustees or executors.

Credit Union and Pension Funds

We provide audit and accountancy services for Credit Union and Pension Funds and ensure you comply with all the necessary regulations.

Get in touch today...

If you would like to discuss our services for trusts, please call now on 08456 89 90 91 or visit our FREE Business and Personal Wealth Healthcheck. page