Trust work is a specialism of Simpson Wood which has an experienced team of staff dedicated to this activity.

Our knowledge of trust and tax law and of its practical application has enabled us, over many years to establish a large and well respected trust department, making us one of the leading practices in the area offering such a specialised service.

Trusts can be set up for immediate use, or they can come into operation after your death under the terms of your will.

Common reasons for creating a trust are:-

  • Reducing inheritance tax payable on your death
  • Providing for your family during and after your lifetime
  • Safeguarding your assets during your lifetime and after your death

 

The services we are able to provide include:-

  • We will assist in helping you to choose the type of trust which best suits your needs.
  • We will also complete the annual trust accounts and tax returns and review the suitability and performance of trust assets.
  • If required we will act as professional trustee and host trustees' meetings.
  • We will also provide expert tax advice throughout the life of the trust to ensure that the maximum tax benefit is derived.

 

Simpson Wood can also take over and administer existing trusts if required. If you would like to discuss how trusts can be of use to you please contact us.

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We offer a complete solution to clients. As well as completing your return, we use our knowledge of your individual circumstances to provide you with proactive advice and help you to minimise your tax burden.

Our knowledge of trust and tax law and of its practical application has enabled us over many years to establish a large and well respected trust department, making us one of the leading practices in the area offering such a specialised service.

While always highly professional, Simpson Wood achieves a very personal service, which I have very much appreciated. The company has continued to modernise without losing any of the ethos of its traditions.

Simpson Wood successfully continues to offer first-class services in all respects. Over the years I have used all the services provided, so I speak with some authority when I say that these have always been excellent.

The team is approachable and only ever a phone call away, which is so important. I know that Simpson Wood is working with us, as well as for us. I have no hesitation in recommending Simpson Wood to anyone who needs an accountancy service.

Sara Battye

Director

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The knowledgeable and friendly staff at Simpson Wood continue to offer expert advice for the smooth running of our company accounts. They are efficient, competent and reliable – a professional firm providing a professional service, tailored to our needs. Long may it continue!

Steven Graham

Director

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