Trusts are a tax-efficient way to set aside assets for future beneficiaries outside the Inheritance Tax thresholds. We can advise on the most suitable type of trust for you, liaise with solicitors to get them set up, and provide a full range of accounting and tax services to keep the trusts compliant.

Where appropriate, we can act as trustees or executors.

Appointing the right trustee is absolutely critical to the implementation of successful tax planning in the areas of inheritance tax and in passing wealth on to future generations.

Francis has vast experience in these areas, which has enabled him to assist many families in formulating appropriate plans to their own unique circumstances.