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.
We are fully familiar with the duties of executors
We are happy to serve in the duties of executors 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 needs, especially in circumstances where priorities may differ.
We treat each client as an individual and tailor our plans to your specific needs.
Providing answers to questions, offering ongoing support, Ensuring we meet your requirements
Looking For Help?
If you would like to know more about the accountancy services that we can offer, then please do not hesitate to get in contact with us today.
We would love to hear from you.