Services - Trusts & Estates

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The taxation legislation applying to trusts can seem complex and many clients can be put off setting up trust arrangements because of this. However, the basic principle of a trust is very simple and can be a very powerful tool as part of succession planning and to preserve family wealth in the face of future uncertainties.

Our team are experts in all aspects of trust taxation and can help you through the process of deciding what type of trust arrangement will best suit your requirements.

Once established we can then assist with all aspects of ongoing financial management and compliance including the preparation of accounts, filing of annual self assessment returns, dealing with distributions to beneficiaries and ultimately winding up trust arrangements that have served their purpose and are no longer required.


Call us now

  • Exeter - 01392 667000
  • New Forest - 01425 610166
  • Plymouth - 01752 301010
  • Poole - 01202 663600
  • Salisbury - 01722 337661
  • Taunton - 01823 275925
  • Torquay - 01803 320100
  • Truro - 01872 276477
Leading Edge Alliance Awards 2013
Taxation Awards 2014
The British Accountancy Awards 2014
South West Insider Annual Dealmaker Awards 2015
South West Insider Annual Dealmaker Awards 2016
Payroll World Awards 2016
ICAEW Chartered Accountants