Our Services

Trusts

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We prefer not to actually form the trusts themselves as I feel that trusts are very specific to individual needs and wants so instead we work with solicitors to form the trusts and structure the trust deed in such a way that it meets all of the clients objectives. Our area of expertise with trusts is really in the area of the tax issues that may arise when forming a trust.

We are able to: 

• Attend to the special requirements involved in reporting for Trusts
• Trust administration
• Minute keeping service
• Annual accounts
• Taxation
• Asset management
• Investment monitoring
• Income distribution
• Gifting

Contact us today to ensure your trust is as formed and administered as effectively as possible, covering all legal requirements and so allowing it to fulfil its purpose.