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Tax & trusts

Whether you have recently experienced a major life event, such as retirement, or are looking to draft a Will for the first time, we can talk to you about the tax implications and your trust options.

Trusts continue to be a major feature of the personal finance landscape and we can advise on the setting up, administration and review of – among others – charitable, personal injury and family trusts. We have advised some clients over generations.

Our ongoing trust administration services include:

  • Regular contact and liaison as required with banks, accountants, brokers and investment managers
  • Keeping all records and preparing accounts and tax returns
  • Advising and dealing with beneficiary distributions in respect of capital and income
  • Advising on the impact of legislation and tax changes
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Ince Gordon Dadds Worldwide
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