Children’s Trust Fund Services – West London
Children’s Trust Fund Services – West London
Many new clients are initially unaware of the substantial savings we achieve for high-net-worth families by setting up and managing their childrens’ trust funds.
We’re Chartered Accountants, we’ll help you better preserve your hard-earned wealth because you’ll receive comprehensive, tailored trust fund advice – for your specific needs.
We’ll help you optimise your financial situation across a wide range of alternatives.
We start by getting to know you and understanding your financial goals, family objectives and lifestyle.
Trust Fund Uses
We’ll help you set up a trust fund to:
- Protect personal and business assets from:
- Taxes such as inheritance tax (IHT) and capital gains tax (CGT)
- Care home fees
- Unwanted external influences
- Provide a secure income stream for the vulnerable and disabled without giving them responsibility for their assets.
- Hold assets for minors or vulnerable loved ones who can still benefit from the assets.
- Protect employee ownership.
Types of Children’s Trusts
We’ll help you create the type of trust that best matches your requirements:
- Bare Trusts – to protect disabled or vulnerable individuals (they are not used for tax purposes).
- Income-in-possession trusts – to provide income to your beneficiaries, but your capital is not made available to them.
- Discretionary Trusts – managed at the complete discretion of your trustees.
Trust Fund Management and Accounting Services
In order to make your life easier, we offer a full range of trust fund management and accounting services – everything from bookkeeping to management accounts.
Wealth Management
Our family wealth management service can unlock still greater savings by considering, as one, your finances across:
- Tax planning
- Investment advice*
- Wills and probate
Our Trust Fund Resources
- We’re a full-service, mid-sized firm of Chartered Accountants. We have the resources you need to manage your trust fund – and are small enough to care.
- Our trust fund services are backed by:
- An in-house Chartered Tax Advisor (CTA). CTA is the UK’s highest tax qualification.
- Tax staff who have previously worked for HMRC, so we know how to work with them on your behalf effectively.
- 70 staff – all based in the UK to maintain quality.
Senior Trust Fund Team
J Stuart Thomson MA CA FCT ATT MCSI
Group Managing Director
- Chartered Accountant (Institute of Chartered Accountants of Scotland)
- Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales)
- FCT – Fellow of the Association of Corporate Treasurers
- MCSI – Member of the Chartered Institute of Securities and Investments
- ATT – Association of Tax Technicians
Karen Stone FCCA
Senior Enquiries Lead – Accountancy and Tax Advisory Services
- Fellow of the Chartered Institute of Certified Accountants (FCCA)
- Member Association of Accounting Technicians (MAAT)
- Advises owner-managed businesses, personal tax and trust clients.
- Works with our tax and accounts departments in an advisory role.
Ian Dodge ATT
Senior Tax Manager
- Association of Taxation Technicians (ATT)
- Certified in Probate and Estate Administration
- Ian leads our tax advice services.
- Over 20 years of experience, he previously worked for HMRC.
- Provides technical tax support for tax barristers.
Peter Briant CTA
Tax Manager
- Chartered Tax Advisor with 20 years experience.
- HM Revenue and Customs (HMRC) Inspector of Taxes.
- Has worked in tax strategy, tax investigations, large business, public sector, personal tax and corporation tax.
- Represented HMRC in discussions with foreign fiscal tax authorities.
Next Step
Contact us today to create or better manage your trust fund. You’ll be pleased you did.
*In conjunction with an associated firm.