SERVICES FOR TRUSTEES & EXECUTORS
Specialist knowledge. Real solutions.
Acting as a trustee or executor can be an onerous responsibility. At Carpenter Box we can help shoulder some of this responsibility. Our wide range of services means that we can provide you with a complete tax, administration and investment management solution tailored to meet your needs – we have a team of specialists who are experienced in dealing with trusts and estates in many different situations.
A trust may form part of a strategy to pass wealth down the generations or may have been created to protect vulnerable beneficiaries. We are dedicated to providing director led advice and high quality compliance services that will help put your mind at rest.
Our services include:
- Preparation of clear and detailed accounts for trusts and estates
- Helping you to explore your options including asset protection and tax mitigation
- Acting as professional trustee to family settlements
- Tax compliance services for trustees and executors
- Tax efficient distribution planning
For more information please contact Stuart Noakes on 01903 234094.