Trusts and Executorships

Trusts are a relatively simple and very tax-efficient way to set aside assets for future beneficiaries outside of the inheritance tax net. Our professional staff can:

  • advise on the most suitable type of trust for your purposes
  • set up trusts
  • provide a full range of accounting services for trusts.

We can also:

  • advise you on the preparation of your will
  • act as trustees or executors, where appropriate.

You will receive a professional but sympathetic service from individuals experienced in this particular tax planning area.

For more information, contact Colin McCoy on: Tel: 01883 717077 Fax: 01883 712243 E-mail: colinmccoy@mckenziesgroup.com

 

McKenzies is registered to carry on audit work in the UK and is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. A list of partners’ names is open to inspection at 2 Station Road West, Oxted, Surrey RH8 9EP. Copyright © McKenzies. All rights reserved.