Trusts and executorships

Trusts can be a very tax efficient way to set aside assets for the future outside of the inheritance tax net. We can advise on the most suitable type of trust and provide a full range of accounting and tax services for trusts. 

We work closely with the lawyers drawing up the documentation to ensure that the arrangements are as required by our clients and minimise their tax liabilities. The creation of trusts is often undertaken as part of an estate and inheritance tax planning exercise, at which time the client's Will is also reviewed. Where appropriate, we can act as trustees for executors.

Contact: Joe Dunne