Trusts & executorships

Trusts are relatively easy and very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net. We can advise on the most suitable type of trust for your purposes, set up trusts, and provide a full range of accounting services for trusts.

We can also advise you on the preparation of your will.

Where appropriate, we can act as trustees or executors.

For further online guidance go to our MBFSL - Investment & financial page.