Trusts and estates

Next generation planning is at the forefront of many of our clients’ minds, and protecting their families’ wealth for the benefit of future generations is a key priority.

Our trusts and estates team can help private clients manage their affairs while reducing potential exposure to Inheritance Tax liabilities in the future.

Areas of expertise include:

Planning for the passing on of assets
Inheritance Tax reduction strategies
Using Trusts in a tax-efficient manner
Ongoing trustee advice; including termination and variation of Trusts

In addition to tax consultancy services, we also offer the full range of trust and estate tax compliance services, including:

Inheritance Tax planning and advice on wills
Trust accounting and tax compliance
Administration of estates

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Contact Us

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Phone
0161 927 9277

Email
office@forbesdawson.co.uk

Address
Station House
Stamford New Road
Altrincham
Cheshire
WA14 1EP