Trusts & Executorships

Trusts can provide a very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net.   Trusts are also set up to ensure assets pass to named beneficiaries, with no risk they will pass to unintended beneificiaries, and to protect wealth from divorce claims.  Frequently a trust is included in a will where the testator wishes to specify what should happen to him/her estate following the death of his/her spouse or partner.  This is of particular concern where the testator has children from his/her previous marriage.   We can advise on the most suitable type of trust for your purposes, set up your trust, and provide a full range of accounting, taxation and investment services services for your trust.

We can also advise you on the preparation of a trust will and, where appropriate, we can act as trustees or executors either alone or with a family member.