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Trusts

Trusts are not just for the rich, but can simply be a useful way of planning ahead.

Whether you are supporting children through education, planning your retirement or wanting to pass on assets, a Trust may be beneficial.

How can we help you?

We can advise on the benefits of creating a Trust, and whether it is the right option, looking at your Capital Gains Tax, Inheritance Tax and Income Tax position.

Our advice can optimise the tax position for new and existing Trusts. We can deal with annual compliance requirements as well as preparing regular ‘tax efficiency reviews’ and we can prepare the Trust’s accounts and calculate any tax liability.

We can also advise beneficiaries on the tax implications of receiving money or assets from a Trust.