Tax & Trusts

Trusts are useful for a variety of family and tax reasons. You can appoint trustees to invest funds or look after property for your chosen beneficiaries. We can help you create, run and wind up trusts. 

Trusts can be set up in your lifetime or take effect under your will when you pass away. 

We can assist with:

• Discretionary Trusts
• Life Interest Trusts
• Property Trusts 
• Personal Injury Trusts
• Trusts for disabled or vulnerable people
• Trusts for Children and Grandchildren 

Inheritance Tax

Inheritance tax is a complex and technical area. Careful planning can reduce your overall tax burden. 

We can advise on the effects of lifetime gifts, application of the nil rate band, residence nil rate band, spouse exemption and charity gifts.

Please contact us for details of our fees and to arrange an appointment.