Trusts and Executorships

Trusts are relatively easy and very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net. They can also be useful for:

  • Providing funds for your children’s education, maintenance, etc.
  • Restricting access to property by future beneficiaries
  • Providing for people who are mentally or otherwise incapacitated

We can advise on the most suitable type of trust for your purposes, liaise with solicitors regarding the constitution of the trust, and provide a full range of accounting services for trusts.

For more information on the services we provide, contact Jenny Marks on 01902 393000 or e-mail