Personal services

Trusts & Executorships

Setting up a trust is a great way to ensure that your assets are passed on to your beneficiaries. Not only do they provide a method of reducing any inheritance tax liabilities on your estate, but they also can stop any beneficiaries that you don’t wish to receive assets from getting them. A classic example would be in the case of a divorce.

Understanding the different types of trusts, and how they work within various tax brackets can be a tricky job. It’s not surprising that it’s difficult to make the right decisions without proper advice. We offer expertise and top-tier advice to help work out what is best for you. Do you have confusing or complex family circumstances? We can work to understand them, leaving no stone unturned.

Once we’ve understood what you need, we can recommend the most appropriate type of trust for your purposes. This can include working with a solicitor to establish the trust, filling in all documentation and providing associated accounting and tax services.

If there is anything that you feel unsure about or need further clarification, we are always on hand to offer support to you. Family-related financial planning can take time, is sometimes emotional, and can leave you feeling drained, so it’s important to us to make you feel like we can support you where you need it.

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Whatever you need, as a business owner or individual, RPD can provide it as part of a great value package of support.

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