Many people are not fully aware of the benefits of a trust in order to optimise the handling of their assets.

There are number of reasons why a trust might be formed:

  • To control and protect family assets
  • Someone is too young or incapacitated to handle their affairs
  • A desire to pass on assets while still alive or to pass on assets after death
  • Under┬áthe rules of inheritance, if someone dies without a will (England & Wales only)

How we can help:

  • Accounting & Taxation reporting for existing trusts including tax and inheritance tax returns.
  • Advice on Capital Gains Tax.
  • Advice on how to wind up existing trust

For more information, please contact us.