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.

Trust and estate management advice in Wiltshire

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.

Our specialist service

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.

Contact us

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.

Michael Buckland Partner - FCA DChA
Rachel Atkins
Rachel Atkins Partner - BSc FCA
Julian Pocock Partner - BMedSc FCA CTA

What our clients say about us

"We have been clients of David Owen for over 40 years. We continue to be impressed with the quality of the advice and service that we receive. Their staff are always there when we need them, dealing quickly and effectively with any questions or queries that we may have. Overall we believe that their knowledge and expertise has been essential in guiding us along the right path to continued business success."
Joyce Dobie , Dobie Wyatt Limited
Having been recommended to Richard Hay at David Owen when I first went self-employed, it was definitely the right choice. Always professional, knowledgeable and accessible, David Owen are now responsible for my company accounts, as well as self-assessment for myself and my husband and always on hand whenever I need them.
Andrea O’Farrell, Credit risk director, Lygan Ltd

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.