Our services for trusts and estates encompass both planning for the future and also dealing with current estate situations after a bereavement.

We can assist with the preparation of tax-efficient wills to ensure your estate is in safe hands. Our strategies for post-death tax planning are conducted by our very experienced and insightful advisers, led by Chris, who combines a vast knowledge with sensitivity for any situation. We understand that dealing with trusts and estates can be difficult after a bereavement, and perhaps the last thing you want to do. We ensure we are both efficient and also mindful that it is an emotional time for all involved.

Our support for individuals, executors and trusts goes beyond just calculating capital gains and inheritance taxes. We specialise in helping you capitalise on available reliefs and gifts.

Our team will also assist with annual self-assessment returns and income tax advice for trusts and estates.

Find out how we can support your Trusts and Estates through loss…

Losing a loved one and having to deal with the associated administration can make a difficult time a lot worse. We support you in planning for the future to ensure the administration of your estate is a straight-forward as possible. We can help audit your assets as well as … read more

Lasting Powers of Attorney

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Chris Mair

Head of trust & estate services

0117 973 8441

Get in touch today

Services we provide for Trusts and Estates

Trusts, Estates, Wills & Probate

Getting professional advice to help you navigate post-death tax planning will make this difficult and emotional task much easier. In addition to calculating capital

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Useful information for Trusts and Estates

IndividualsLimited CompaniesSole Trader or PartnershipTrusts and Estates

You can now find the key tax rates and allowances which will be affect our business and personal lives in 2021/22 – just click

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