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Trusts and Estate Planning
It makes sense to plan for the future, whether it is
for yourself or your business. Tailored wealth succession planning enables a
smooth transition to the next generation. It also helps minimise tax
liabilities.
We can advise on techniques to mitigate
inheritance tax on personal wealth, family businesses and investment
portfolios. In particular, we have considerable experience in the use of trusts
to assist in tax and succession planning and have developed a proactive
approach to trusts that is based on efficient administration and timely
planning.
Estate planning is not solely about tax and
we adopt an integrated, common sense approach, helping to ensure your own
financial needs are met and to avoid giving away too much too soon.
The trust department advises trustees and
executors on tax and accounting issues and is actively involved with UK
charities on compliance issues. The department specialises in the preparation
of accounts and management reports for trustees and executors and ensures
adequate reporting to beneficiaries.
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