Trust and estate management
Trusts are becoming increasingly popular as flexible and effective tools for tax and estate planning. As well as protecting your assets, they enable you to put more complex arrangements in place, determining how your legacy is managed on an ongoing basis.
Our trust management team has been providing specialist advice for many years to clients wishing to gift or pass down assets such as money, shares, and property. Our trust service ensures your assets are managed in a tax-efficient, fully compliant manner, so your beneficiaries receive the best possible value.
We work with clients from Devizes, Marlborough, Calne, Royal Wootton Bassett, Pewsey, Hungerford, and many other parts of Wiltshire, Berkshire and beyond.
By developing an in-depth understanding of what you want the trust to achieve, we can select the right solution and then help administer and manage it with you, either as an adviser, a trustee, or as an executor.
In addition to setting up and registering your trust with HMRC, our experts can work with you and the trust’s financial adviser to help guard against risks, while ensuring all decisions are designed to meet beneficiaries’ needs and adhering to the Trustee Managed Portfolio Indices (TMPI). We can also prepare the annual trust accounts and trust tax returns, so you can feel confident they will be accurate and timely.
David Owen is a partner-led accountancy firm with offices in Devizes and Marlborough. We offer a wide range of personal tax services, including trust and estate management. To find out how we can help you, please get in touch.
Choosing the right accountant is an important decision. We understand this and take the time to talk through our approach so you can decide whether we are the right partner for you.
Please contact us for a free, no-obligation initial conversation.