Trusts can provide a tax efficient method for the transfer of family wealth and business assets, with in-built safeguards to ensure assets pass to the right people at the right time.
The tax regime has made the operation of trusts increasingly complex, so expert advice is essential to make sure they are run cost and tax efficiently.
At JL Grant & Co., we have a long history of providing trust and estate planning advice to our clients. We also take care of administration and tax compliance. We also have a wide range of contacts we can help you to choose the right people to be involved with the day-to-day trust administration and investment management.
Our areas of expertise include:
- Trust planning
- Administration and accounting
- Tax compliance and on-going advice
- Inheritance tax planning
- Charitable trusts
For more information on our Trusts & Estates Services, or would like to arrange a free initial meeting to discuss how we can help you in more detail, please contact us or use our form below: