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A lasting legacy

Enjoy the peace of mind that comes from knowing the inheritance you leave for your loved ones will be a lasting legacy.

A lasting legacy

Protecting wealth

Protect and control the distribution of your assets during your lifetime and beyond.

Protecting wealth

Trusts

Trusts are a way of managing your assets, so that you can remain in charge of their distribution during your life time and beyond. Setting up a trust (or trusts) allows you to:

Control and protect family assets;

Provide an income for your beneficiaries;

Reduce inheritance tax.

There are various types of trusts based on how the capital and the income gained from it are distributed. Each type of trust is taxed differently.

We offer specialist advice on the tax and accounting matters related to trusts, such as:

Recommend what type, of trust is best suited to your needs.

Assist you with income tax, capital gains tax, and inheritance tax on your trust, ensuring you pay the correct amount and take advantage of all available reductions.

Ensure all assets are accounted for by accurately recording the original value of your assets and the current position of the trust assets.

Record all transactions in the trust account including income and distributions.

Our trusts advice is focussed on effective estate planning, so you can protect and preserve your wealth for yourself and your beneficiaries.

For complete peace of mind when it comes to managing your assets, our advice on trusts can be combined with advice on inheritance tax, remuneration planning and capital gains tax, as well as the preparation of your personal tax return.

Get in touch with our tax team to find out more about how we can help you.

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Hertfordshire office

Verulam Point
Station Way
St Albans
Hertfordshire
AL1 5HE

London office

2nd Floor
7 St John Street
London
EC1M 4AA

Hertfordshire office

+44 (0)1727 838 255

London office

+44 (0)800 158 5829

London office (WMT Hospitality Accountants)

+44 (0)20 7253 0064

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