Trusts

Trusts have been the subject of much public debate and ongoing revision. The current rules governing trusts are complex and require careful consideration and planning.

The key reasons for individuals to create trusts are:

  • to control future allocation and use of your assets
  • to protect your property
  • provide funds for education or other long-term considerations
  • charitable considerations

We work closely with families and individuals on all aspects of creating and managing trusts. We advise clients on:

  • determining whether trusts are the right tax planning vehicle for their purposes
  • understanding the pros and cons of different trusts and deciding on the most suitable form
  • dealing with ongoing reforms to trust legislation

Our services include:

  • preparation of annual self assessment tax returns
  • advice on all aspects of Capital Gains Tax applying to trust assets
  • advice and preparation of calculations relating to inheritance tax charges
  • estate planning using trusts


Services