Financial Services for Individuals >

Trusts for Individuals

Ascertaining when a trust would be an appropriate vehicle. Advising on the advantages or disadvantages of trusts. Planning, establishing and compliance for trusts. Preparing annual tax returns for trustees, executors and administrators. Review and plan for trust -

  • income tax liabilities
  • capital gains tax liabilities
  • inheritance tax liabilities

Further information

For further information please contact one of the offices above or alternatively complete the information request form on-line.

Other useful information

For latest budget, tax data and other news please visit the resource centre.