What we do
Family trust services
Are you confident that your family trust is being managed correctly? Are the accounts up to date? Are the trustees using all available exemptions and allowances? How good is your compliance with the current requirements as to registration? We have learned how to jump through official hoops, so that you don’t have to. Our expert management and trusteeship of family trusts can ensure that they are run efficiently and that all trustee duties and tax obligations are fulfilled. Learn More
Support for professional advisers
Not every professional firm has in-house tax advisers. The provincial firm of modest size is constantly at risk of losing valued clients where expertise on a difficult matter cannot be provided from its own resources. We can provide that advice in relation to Inheritance Tax, Capital Gains Tax and the routine taxation of trusts and estates, helping the professional firm to do a better job and to keep its clients.
Tax consultancy to private clients
Taxation can have a significant impact on your wealth, with knock-on effects such as serious anxiety about whether you and your family will have enough to live on. We can provide detailed, specialist tax planning to organise your assets in a tax-efficient way, including wills, trusts, estate planning and probate. Learn More