Services.

        Trusts and Executorships

Trusts can be a relatively easy and tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net. We can advise on the most suitable type of trust for your purposes, advise on the setting up trusts, and provide a full range of accounting services for trusts.

Don't forget, if you are a business owner, you should consider appointing a business executor to look after your business interests whilst the administration of your estate progresses. 

We can also advise you on the preparation of your will, and when requested, we are happy to act as trustees, executors or business executors.

Contact: John Billings or Amanda Halstead

Registered to carry on audit work and regulated for a range of investment business activities by The Institute of Chartered Accountants in England & Wales