Trusts

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.

Looking to the future

Trusts
Change to Whitley Stimpson

Step 1

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

Step 2

Supply Whitley Stimpson with your existing accountant’s details

Step 3

Relax. We’ll handle the rest.
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