Trusts and Estates

As an established accountancy firm in the East Midlands, we have a number of years’ experience dealing with family trusts for devolving, protection of assets and protection of beneficiaries. We are able to help you determine which types of trust are suited to your purposes, advise on appropriate trustees and provide a full range of accounting services for trusts.

Our tax advisers have the knowledge, expertise and accreditations to help families secure their long-term financial future while helping them comply with tax rules relating to estates and inheritance.

Rigorous planning and regular reviews are at the heart of our approach – we leave no stone unturned in considering the full implications of your personal and business circumstances. Our services include:

  • Pension planning
  • Tax efficient asset extraction from the family business
  • Transfer of assets
  • Trust planning

We regularly deal with the administration of trusts (including cash sources, paying expenses, paying trustee costs and payments to beneficiaries), taxes, R185s for beneficiaries and trust planning. Where appropriate, we can act as trustees or executors.

For more information please contact your nearest Duncan & Toplis office.