Tax & Trusts


Whether you have recently experienced a major life event, such as retirement, or are looking to draft a Will for the first time, we can talk to you about the tax implications and your trust options.

Trusts continue to be a major feature of the personal finance landscape and we can advise on the setting up, administration and review of – among others – charitable, personal injury and family trusts. We have advised some clients over generations.

Our ongoing trust administration services include:

  • Regular contact and liaison as required with banks, accountants, brokers and investment managers
  • Keeping all records and preparing accounts and tax returns
  • Advising and dealing with beneficiary distributions in respect of capital and income
  • Advising on the impact of legislation and tax changes

MEET YOUR TEAM

Roger Peters

+44 (0) 20 7518 0266
Roger Peters

Anna Coakes

+44 (0) 20 7518 0244
Anna Coakes

Amelia Beringer

+44 (0) 20 7518 0248
Amelia Beringer

Roger Harding

+44 (0) 20 7759 1531
Roger Harding

Philip Harris

+44 (0) 20 7759 1655
Philip Harris

Matthew Biles

+44 (0) 20 7518 0243
Matthew Biles

Rachael McCarthy-Jones TEP

+44 (0) 29 2167 2774
Rachael McCarthy-Jones TEP

Sarah Baguley

+44 (0) 2167 2773
Sarah Baguley
Gordon Dadds