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TRUSTS

We advise our clients on how trusts can be used as part of a wealth protection strategy to protect assets and as part of succession planning, in a tax-efficient way.

We can advise on the setting up and running of:

  • Discretionary trusts;

  • Accumulation and maintenance trusts for children;

  • Interest in possession trusts.

We can deal with all trust accounting and tax matters on your behalf, and work with your solicitor to provide your desired outcome.

Accountancy
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OUR EXPERTS

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Gareth Jones
Director

01785 238172

          email

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Susan Whiting
Partner

01785 258311

          email

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