Telephone: 028 9047 1734☰

Trusts

Trusts aren't just for the very wealthy.

Trusts can be used as part of a wealth protection strategy to protect assets as well as tax planning vehicles, particularly as part of inheritance tax planning.

We can advise on the setting up and running of...

Discretionary trusts
Accumulation and maintenance trusts for children
Interest in possession trusts

We can deal with all trust accounting and tax matters on your behalf.

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Please contact us if you need further advice, have any questions about our services, or would like a free consultation or a fixed quote.

Coronavirus (COVID-19) update

As a valued member of our community, we appreciate the trust you place in us to make sure all your critical services continue.

We are committed to an evidence-led and common-sense approach to containing the coronavirus outbreak and mitigating its impact on employees, customers and our wider business operations.

Please be assured we are preparing for our services to continue as normal. We have business continuity plans in place to minimise the risk of infection and make sure we can continue to deliver a business-as-usual service to our customers should an infection occur at an office. These include implementing clear guidelines for employees, providing support and advice for anyone who needs to self-quarantine, and issuing guidance on following safe hygiene practices across the organisation.

You can find further information on Covid-19 below to keep you updated:

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Trusts

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