Trusts

You & your family

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Setting up or maintaining a trust

Using an accountancy company to assist you in setting up a trust may not be everyone’s choice – but perhaps it should be. We can advise on the tax implications and either work with your own solicitor or refer you to one.

Setting up and maintaining a trust is a potential minefield.

They are used by many people for different reasons, but they need specialist knowledge to set up.

They are most often used for passing on money, property or even your business to future generations. One of the complications is that there are different sorts of trusts and you will need to be assured that your wishes are carried out properly.

We have the expertise to take away the worry of the detail and to advise on the setting up of any sort of trust that fits your circumstances, as well as ensuring that you receive maximum tax benefits and will also complete the annual compliance issues.

If you already have a trust you will know that things change from year to year, and we can advise you on ongoing tax and whether the trust is suitable over a long period.

You may find our tax tips download informative.

Speak to a trust expert

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Jonathan Walton

Director

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Laura Adkins

Director

Witney

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Director

Bicester

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Banbury

Change to Whitley Stimpson

Step 1

Confirm to your accountant that you wish to move to Whitley Stimpson

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Step 2

Supply Whitley Stimpson with your existing accountant’s details

Step 3

Relax. We’ll handle the rest.

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Partners in your progress

Talk to us for specialist tax advice on trusts, and to find the right trust for you to use to pass on your wealth to your chosen beneficiaries.