Trusts and Executorships

Trusts can be an effective way of controlling and protecting your financial assets. However, there are a number of tax and legal obligations that must be considered.

As well as helping to set aside assets for future beneficiaries outside the inheritance tax net, trusts can also help with things as:

  • 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 all areas of trusts and executorships, from choosing the most suitable type of trust for your purposes, to setting up trusts, and providing a full range of trust accounting services, including advising you of any relevant tax planning opportunities.

Where appropriate, we can also act as trustees or executors.

For more advice on trusts and executorships, please contact us today.