Estate and Trust Administration and Planning – your peace of mind.

Your goals, your wants, your wishes need to be carried out by competent advisors well versed in looking after you.  We are there to ensure the next generation get what you have planned for them, advise and support the transfer of business assets to the people you care about. Should you wish to provide for a charitable cause – that’s no problem either.

With diligent estate and trust administration and planning we can ensure your goals are met and the effects of the estate and gift tax minimised. We will work seamlessly with your estate solicitor and other advisors on your estate plan, to help ensure your wishes are realised.

Our estate and trust administration and planning services include:

  • Financial Analysis of Trust Documents and Wills
  • Life Insurance Trusts
  • Grantor Retained Trusts
  • Qualified Personal Residence Trusts
  • Charitable Remainder and Lead Trusts
  • Private Foundations
  • Family Limited Partnerships
  • Generation-skipping Trusts
  • Beneficiary Planning
  • Business Succession and Buy/Sell Agreements
  • Asset Protection and Offshore Trusts
  • Pre- and Post-Mortem Tax Planning
  • Accountings for Trusts and Estates

Good results and good outcomes come from good planning and great administration.  We are there to meet your needs, apply your wishes and leave you with peace of mind.

Call 01472 245522 today to discuss free of charge how we can help your business or simply complete our online enquiry form.