Trusts are a relatively easy and very tax-efficient way to remove assets from your estate and ring-fence them for future beneficiaries. There are a number of different types of trusts, each operating in a slightly different way and it is important to choose the one that best suits your needs.
We can advise on the most suitable type of trust for your purposes, set it up, and provide a full range of accounting services. We can also advise on drawing up your will and can, if you wish, act as trustees and executors.
Richardson Jones acts as trustees for individuals, families, pension schemes and charities in Marlow, High Wycombe and other parts of Bucks and Oxon. The regulations surrounding the responsibilities of trustees were recently tightened, so if you have any concerns, please contact us immediately.
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