Trust creation

The service includes, most importantly, expert advice on the creation of trusts and all questions relating to the various types of trusts, whether bare, life interest, protected, accumulation and maintenance or discretionary.

Trust administration

This service includes all formal steps that are required to administer a trust for the benefit of the beneficiaries, including all proper application of income and capital for maintenance and education of minors, accumulation of income, and the advancement of capital.

Tax planning for individuals and trustees

Whatever changes are proposed in passing budgets, individuals and trustees will always needs advice as to how they can make the most tax efficient use of the income and capital under their control and as in the case of will and trust drafting, this advice is tailor made to the particular family and financial circumstances of the client.

Never was this more true than following the 2006 March Budget with its wholesale and unjustifiable attack on trusts.

The advice follows conventional lines and, where appropriate, has regard to the more progressive schemes for the avoidance or minimisation of inheritance tax, capital gains tax and income tax.