Trusts are a traditional means of protecting family wealth and in recent years especially they have been used as a form of tax planning. We advise on the creation and administration of trusts both in the UK and overseas.

These can be used to reduce an inheritance tax liability that may be due when you die. Our team has specific expertise in this area and will always advise you on the most tax efficient estate planning. We are able to offer:

• The creation of trusts
• Variation of trusts
• Appointment of trustees
• Collecting income
• Dealing with distributions to beneficiaries
• Liaising with accountants on the preparation of trust accounts
• Maintaining full investment records
• Advising trustees on tax liabilities

This is by no means an exhaustive list of the services we can offer. We are always happy to meet for a no obligation discussion.