Trusts & Executorships
Trusts are relatively easy and very tax-efficient way to set aside assets for future beneficiaries, outside of the inheritance tax net.
We can advise on the most suitable type of trust for your purposes, set up trusts in conjunction with your solicitor and provide a full range of accounting services for trusts. We can also advise you on the preparation of your will and who to appoint as trustees or executors.
Our trust and executorship service operates alongside other financial planning services including Retirement strategies and Estate planning.
If you wish to know more about our trusts and executorships services in Leeds, Yorkshire or would like to arrange a free initial meeting to discuss in more detail how we can help you, please contact Peter Blinkhorn on 0113 204 4214 or email email@example.com or Richard Leonard on 0113 204 4215 or email firstname.lastname@example.org.