Trust and tax

Getting professional advice is vital to make sure your clients are investing tax efficiently and their money goes to those they want it to benefit.

If your clients don’t have a tax adviser of their own, our tax team can provide them with advice that reflects their individual tax status, situation and priorities.

We can help your clients plan for future tax liabilities so there are no surprises. We can also make tax easier by taking care of the paperwork. We’ll prepare their annual returns, tell them when they need to make payments and assist in claiming money back for them if they’ve paid too much tax in the past.

Trusts have been used for hundreds of years to control what happens to money. Families grow, children marry and relationships change. It’s impossible to predict what might happen in the future. With a trust, your clients can make sure none of these events, or others like them, affects their plans.

Trusts can transfer money tax efficiently, smooth inheritance within the family and be used for philanthropy too. We provide trust structures as part of a full estate planning service that will help you pass your money on as you wish. 

For more information, please contact a member of our team.