Trusts & executorships

Looking after future generations

A trust is a tax-efficient and simple way of putting aside assets for future beneficiaries. Setting aside assets in this way, not only ensures that the selected individuals receive the benefit planned, but it also mitigates any Inheritance Tax liabilities.

Our hands-on team will ensure that what could be a time consuming and tricky process for someone with limited experience, is as hassle free as you need it to be. We will be happy to provide a free initial consultation on any matter regarding your estate or tax-efficient trusts.

 How we can help you to set up a trust:

  • Advise on the appropriate trust for your needs
  • Perform the necessary work to setup your chosen trust
  • Provide a full range of accounting services to effectively manage your trusts
  • Additionally, if required we can advise on the preparation of your will

Related services

Self assessment tax

Let us save you time, worry, and money by handling your self-assessment tax return. We will even offer advice on how you can reduce your tax liability.

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Tax planning

No one wants to pay more tax than is necessary and at Kingston Burrowes, reducing your tax liability is one of our top priorities.

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Exit strategies

Business exit, pension provision, life and assurance and more. However you hope to spend your retirement, considerable forward planning is required.

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Estate planning

Where will your estate go when you are no longer around? Careful estate planning is essential to ensure your family and friends receive the benefits you want them to.

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Tax investigations

Take the stress out of a tax investigation with expert help from our team. Tax Fee Protection also available.

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Capital gains tax (cgt) reporting

Support to process your 30 day CGT disposal payment as required by HMRC.

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Tell us your story

If you'd like to know more about how Kingston Burrowes can help manage your business or personal accounts, talk to one of our friendly team today.