Trusts & Estates

We provide expert advice to protect your wealth and secure your family's financial future

A team of reliable, approachable

and proactive accountants

We can help with the everyday administration of your trusts to include liasing with HM Revenue and Customs with regards to the Trust Registration Service, annual accounts, annual income tax returns, anniversary inheritance tax returns or just join you at your trustee meetings.

In addition, we can help the trustees with the planning of distributions or winding-up a trust.

With regards to estates, we understand the death of a loved one can be a very difficult time so we are able to take some burden off and help prepare accounts and guide executors.

Trusts are used in wide-ranging circumstances, get in touch and let us help you with your individual needs... a Trust can prove an efficient way of protecting and managing wealth

Contact us for a free initial consultation