Personal Clients

• Tax Compliance
• Tax Mitigation
• CGT Planning
• Estate Planning
• Trusts and Executorships
• Retirement Strategies
• Personal Financial Services

Trusts & Executorships

Despite many changes over the years, trusts remain a popular tool for the management of family wealth. There are still opportunities to provide for future generations and trusts are particularly useful in the area of estate planning.

We can advise on the taxation aspects of trusts and executorships and we have strong links with firms of solicitors who can advise on the legal aspects.