Estate Planning & Tax

Trust creation and management

Our trust creation and management practice includes:

• Initial strategic and tax planning advice
• Drafting trust documents
• Professional trust administration
• Preparation of annual trust accounts and tax returns

Trusts can be a very useful tool both for reducing tax and ensuring that assets are protected.  We can provide strategic advice on whether and how a trust might be appropriate in a particular case, and on the tax consequences of creating one.

Should you decide in favour of creating a trust, we can prepare the trust instrument and all ancillary documents for signature.

Once a trust has been created, whether by us or others, we offer trustees a professional trust administration service.  This includes all or any aspects of administration including attending trustees’ meetings, making distributions from the trust fund and preparing accounts, the annual tax return and trustees’ tax deduction certificates.

Our specialists in these areas are Michael Rapps, Clare Hopkins and Andrew Wareham.

The team also includes Trilby Jones, a Certified Accountant (FCCA) and member of the Institute of Taxation (CTA).