A trust can still prove an efficient way of protecting and managing wealth. There are various types of trusts, used for a variety of different circumstances, and the tax legislation that impacts may well have changed since the trust was first created.

A trust can still be an appropriate way to hold property for a child or to set aside a ‘lifeboat’ fund for grandchildren. On the other hand, if a trust has run its course, it may be a question of planning how to wind it up so that the beneficiaries can receive funds or assets without a tax cost.

Trusts are used in wide-ranging circumstances, including:

  • Protection of family assets.
  • The management and control of assets when someone is too young to manage them themselves.
  • The management and control of assets when someone is unable to manage their own affairs due to them being incapacitated by health or ability.
  • To pass on assets either in life or for management post death.

Our services include

Estate planning and inheritance tax mitigation advice on:

  • Tax efficient use of all allowances, exemptions and reliefs e.g. APR, BPR, spouse exemption, transferable Inheritance tax nil rate band, regular gifts out of income etc.
  • Will planning and review of existing wills and lasting powers of attorney


  • Tax efficient trust formation
  • Trust administration including preparation of accounts, self assessment tax and inheritance tax returns
  • Acting as a Trustee, including through our Trustee Company
  • Capital Gains Tax planning (e.g. advising on tax implications of share sales/property disposal)
  • Share valuations for probate purposes & trust transfer
  • Court of Protection deputyships and small family charitable trusts.

Deceased estates and Probate

  • Establishing the value of the deceased’s estate and their IHT liability
  • Preparing the IHT forms
  • Arranging for the grant of probate to be obtained
  • Administration of the estate including collecting the assets, settling liabilities and distribution of the estate per the deceased’s will in a tax efficient manner
  • Preparing accounts and tax returns for the executors
  • Providing tax advice for the beneficiaries of the estate