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Trusts and Estates

Setting up a trust can help protect the family’s wealth, ensuring that the assets are passed to the next or future generation rather than it being swallowed up by inheritance tax.

Constant legislative changes and ever-changing Inland Revenue interpretations are creating increasing challenges for trusts and the protection of their assets. You need experienced professionals who are able to deal with both the complexities in the minefield of Trusts and Estates and capable of spotting all the tax planning opportunities. Our specialist team are members of the Society of Trust and Estate Practitioners (STEP) and have attained professional qualifications in this complex area.

Our trusts and tax experts can provide you with sound advice on:

• Setting up a trust.
• Running the trust.
• Estate planning.
• Tax planning.
• Wills.
• Charitable gifts.

The Trusts Team:

David Nye (View profile)