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.

Back to Our Services Index