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