As an established accountancy firm in the East Midlands, we have a number of years’ experience dealing with family trusts for devolving, protection of assets and protection of beneficiaries. We are able to help you determine which types of trust are suited to your purposes, advise on appropriate trustees and provide a full range of accounting services for trusts.
In 2012 two of our tax advisers were awarded diplomas from the Society of Trust & Estate Practitioners (STEP). This diploma demonstrates expertise in helping families secure their long-term financial future while helping them comply with tax rules relating to estates and inheritance.
We regularly deal with the administration of trusts (including cash sources, paying expenses, paying trustee costs and payments to beneficiaries), taxes, R185s for beneficiaries and trust planning. Where appropriate, we can act as trustees or executors.
For more information please contact your nearest Duncan & Toplis office.
Click here to meet the Trusts & Estates team