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Trust and Estates Accounts/Management

Being an established firm, we have a number of family clients for whom we have acted for many years, often through the generations. Family trusts must be run efficiently and effectively, and part of our role is to do just that on behalf of the trustees. Accounts need to be prepared, annual tax returns drafted, and regular trustees meetings held. We act in just this way for numerous trusts at an inexpensive cost. Not only do we administer trusts, but we also set them up on behalf of a range of clients including parents who have children with disabilities, high net worth individuals who are undertaking tax planning and those setting up structures for their children and grandchildren.

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Briefing notes

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