Protecting your future services


The future is already here

A trust is a legal arrangement where a person gives money, property, assets or investments to someone else to look after. The reason for setting up a trust is often related to passing on assets to loved ones in a structured and tax efficient manner to protect both them and yourself. 

There are many types of trusts and knowing which is going to be the best option for your personal circumstances is crucial. Our trust advisors can help guide you through the process.

How we help

We’re here to understand your personal requirements so we can recommend the best solution for your needs and offer an independent trustee service where needed, including registering your trust. 

Trusts can have many advantages including protecting against the value of the assets being destroyed through a beneficiary going through a divorce, becoming bankrupt or dying. They are also useful in supporting a surviving spouse who may go into care. Many clients utilise a trust for business succession planning to account for the future stability of the business.

Many of our clients utilise Trusts as a key part of their inheritence tax planning strategies and we take a more holistic approach to looking after your asssets by also supporting you with your accounts, tax, pensions and other future retirement needs.

What we can do

Our trust advisors can:

  • Analyse your current and future assets 
  • Advise and recommend on appropriate trust set-ups  
  • Tax considerations and recommendations
  • Inheritance tax planning
  • Independent trustee service
  • Trust registration
  • Ongoing support via a dedicated account manager

Our trust advisors and experienced accountancy team are here to offer advice and support about setting up a trust to protect your family and assets. By providing specific instructions about how, when and to whom your assets are distributed to your loved ones we’ll help you make sure they have the financial stability needed for their future.

We work closely with individuals across the UK or locally from our offices in Wilmslow, Cheshire and Holmfirth, West Yorkshire.

Get in touch to see how we can help establish your Trust needs.