Tax planning

Take full advantage of these tax planning tools. Trusts are extremely useful instruments for tax planning purposes. They are particularly useful for holding shares in private companies as part of a family financial or tax plan, especially if you want to reduce inheritance tax liabilities in your estate.
They can also be useful for:-

  • Providing funds for your children's education, maintenance etc.
  • Restricting access to property by future beneficiaries
  • Providing for people who are mentally or otherwise incapacitated
    Gifting to charity

To take full advantage of trusts in your tax and estate planning you need to receive expert help and advice.

Tax planning

We deal with the preparation of the trusts accounts and tax returns keeping the trustees informed of the position in relation to the affairs of the trust and its taxation liabilities.
We can also deal with the routine administration of the trust including

  • the banking of income from any trust investments,
  • payment of expenses and liabilities
  • and liaising with the trustees and investment advisers regarding the trusts investment policy and any changes thereto.

For further information:
Call Stephen Collier on 0161 761 5231 or Email or
Use our Contact form