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At Duncan & Toplis, we understand that managing your assets can often be tricky business, which is where we can help. Our team of experienced trust accountants and tax advisors are here to provide you with expert guidance throughout your trust and estate planning journey.

We offer comprehensive trust compliance and planning services, the efficient management of your trust funds. Our knowledgeable tax advisors are ready to assist you with inheritance tax advice, capital gains tax planning, and gifting strategies, helping you navigate the complex landscape of tax regulations.

Choose Duncan & Toplis as your trusted partner for organising trusts.

Inheritance tax solutions

Inheritance tax can pose significant challenges when it comes to preserving your wealth and ensuring the financial well-being of your loved ones. At Duncan & Toplis, we offer comprehensive inheritance tax advice and solutions to help you protect your assets and reduce any tax implications. Our team of experienced professionals provides tailored strategies to mitigate inheritance tax liabilities and ensure that your assets are passed on as you intend.

Estate planning services

Our estate planning services at Duncan & Toplis are designed to guide you through the process and help you create a personalised estate plan that aligns with your wishes. We guide you through the intricacies of wills, trusts, and other essential documents, allowing you to protect your assets and ensure a smooth transition for generations to come.

Succession planning

Ensure a seamless transition of your business or assets with our succession planning solutions. Our dedicated team understands the complexities of transferring wealth and works closely with you to develop a comprehensive plan that meets your unique needs. We provide guidance on succession strategies, including the establishment of trusts, to preserve your legacy and secure your family's financial future.

Capital gains tax

Capital gains tax can significantly impact your financial position, but with our expert guidance, you can minimise your tax liability and maximise your returns. At Duncan & Toplis, our professionals offer tailored advice and effective strategies to help you optimise your capital gains tax position. We provide comprehensive knowledge on tax-efficient investments, exemptions, and reliefs, empowering you to make informed decisions that protect your wealth and achieve your financial goals.

If you have any questions about common inheritance tax, types of trust, or if you simply need advice about your personal tax situation, consider Duncan & Toplis. Our team is here to provide the assistance you need and help you navigate the complexities of trust and estate planning, and we’ll help you find the most suitable solutions for your specific circumstances and ensure that your assets are well-managed, tax-efficient, and aligned with your long-term objectives.

Contact us today and discover how we can support you in organising your trusts, and creating peace of mind for your family’s future.

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