Trusts and executorships

When it comes to trusts we will explain your options in plain English and give you expert advice.

Trusts can be an efficient way to set aside assets outside of the inheritance tax net. Our team will discuss your requirements and can connect you with highly-rated local estate planning experts. We can then look after ongoing administration of the trust accounts and tax returns.

We can also act as trustees or executors where appropriate.

Talk to us about:

  • 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
  • Gifting to charity

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Phone us on 01892 891902 or contact us to talk about your financial plans