Trusts are extremely useful instruments for tax planning purposes.

They are particularly useful for holding shares in private companies as part of a family financial or tax plan - especially if you want to reduce inheritance tax liability on your estate.

They can also be useful for:

  • Providing funds for your children's education, maintenance, etc.
  • Restricting access to property by future beneficiaries
  • Providing for people who are mentally or otherwise incapacitated
  • Gifting to charity
There are four main types of trust:

  1. Life interest trusts
  2. Discretionary trusts
  3. Accumulation and maintenance trusts
  4. Bare trusts
Each type of trust receives different tax treatment and can be adapted to many different purposes.

To take full advantage of trusts in your tax and estate planning you need to receive expert help and advice.

We can help you determine which types of trust are suited to your purposes, prepare the necessary documentation, and advise on appropriate trustees.

Contact us today for your free initial consultation.

About Certax

Transport

At Certax Accounting (St Albans District) we continue to build a strong reputation for providing a market leading first-class service by offering excellent advice to our business and personal clients alike. Our aim is to obtain a comprehensive understanding of you, your circumstances, your organisation and the industry you operate in. Equipped with this knowledge, we then become an integral part of your operations by delivering high quality advice and essential solutions which save you money and help your company grow. We help guide you and your business to a better future.

Contact Us

Our Address

Certax Accounting (St Albans District)
Enterprise House
5 Roundwood Lane
Harpenden
AL5 3BW

Phone Contacts

General: 01582 463484

Fax: 0845 6122011

Mobile: 07973 889086

Email Us Now

supportservices@certax.co.uk

We will respond within one working day.