Protect your wealth with tailored specialist trust and estate planning solutions that work for you, your family and your business.

If you’re a trustee you face ever-increasing and changing regulatory, tax and compliance obligations. While every business, family and individual is different, events in every trust’s life cycle need to be dealt with efficiently, and you need to be confident your decisions are right for you now and in the future. 

Our priority is to empower you to achieve this by delivering robust solutions no matter how complex the challenge. The role we play will flex to your needs and our advice will be tailored to your goals. 

  • Trust accounts
  • Inheritance tax solutions
  • Trustee meetings and advice
  • Trust accounts
    Trust accounts
    Detailed trust accounts, tax forecasts and extensive specialist support that flexes to your needs.
  • Inheritance tax solutions
    Inheritance tax solutions
    Planning around key events such as tax implications of distributions or amendments to trust terms.
  • Trustee meetings and advice
    Trustee meetings and advice
    Trusted advice during trustee meetings, and professional meeting and chair support for lay trustees.
Get in touch
Greg Thompson
National Director, Business Advisory Services and Tax
Greg Thompson
National Director, Business Advisory Services and Tax
Greg Thompson