Trusts and Executorships

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Trusts and Executorships

Before speaking to your solicitor about writing or updating your will, why not consult one of our tax experts? 

Often establishing a trust is a very effective way to protect the assets in your estate and avoid inheritance tax, ensuring that the highest value possible is passed on to the next generation.

Trusts can form an important part of your estate planning. They can be used to hold private company shares, gift money to charity, restrict future beneficiary access to property or provide for family expenses such as children’s education or maintenance. We will explain how it all works, set up your trust and can also act as Trustees to ensure a professional eye kept on the management of the arrangement going forward.

Similarly, we are fully familiar with the duties of Executors and are happy to serve in this capacity. This is particularly important where there are ongoing business decisions to make and monitor. Independent and impartial input by one of our chartered accountants, drawing on a wealth of business expertise, can provide the reassurance the beneficiary’s need, especially in circumstances where priorities may differ.

Why choose us?

We treat each client as an individual and tailor our plans to your specific needs. We gain a full understanding of your current circumstances and future plans for your estate via a series of face to face meetings with you and your family. The next step is to advise on your most tax efficient arrangement and the structure you need to put in place.

We have many years experience advising clients on this important area and are happy to answer any questions you may have.

To find out more about wills, trusts or executorships, email or call us on 0161 370 9600.

You can also read more about us and the way we work.

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