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We have the necessary expertise in dealing with Trusts. This is very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. In the face of ever changing legislation, it is important that your position is clearly understood by advisers you trust to deal professionally and confidentially with this sensitive issue. At Watergates, our personal service will prove we can be your trusted advisers in this case. We can advise you on the most suitable type of trust, assistance in the setting up the trust including provision of a full range of accounting services required for trust management.

Along the way we can help you consider succession planning including where appropriate, maximising business property relief (BPR) and inheritance tax (IHT) considerations.