Family Trust Fund Services – West London

Family Trust Fund Services – West London

Most new clients are initially unaware of the substantial savings we achieve by setting up and managing their trust funds. 

You’ll preserve your hard-earned wealth because you’ll receive comprehensive, tailored trust fund and tax advice – for your specific needs. Often it’s part of our inheritance tax planning service. 

Trust Fund Uses

Trust funds are often used for:

  • Protecting your assets from inheritance tax and care home fees.
  • Wealth management.
  • Providing a secure income stream for the vulnerable and disabled without giving them responsibility for their assets.
  • Holding assets for minors or vulnerable loved ones who can still benefit from the assets.
  • Employee ownership.

Types of Trust

We’ll help you create the type of trust that best matches your requirements:

  • Bare Trusts – These protect disabled or vulnerable individuals (they are not used for tax purposes).
  • Income-in-possession trusts – These provide income to your beneficiaries, but your capital is not made available to them.
  • Discretionary Trusts – These are managed at the complete discretion of your trustees.

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 Tax Team

Chartered Accountant Ealing Stuart Thomson

J Stuart Thomson MA ACA 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
> Stuart's full profile
Accountant Aylesbury Karen Stone FCCA

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.
> Karen's full profile

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.
> Ian's full profile
Chartered Tax Advisor Peter Briant CTA

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.
> Peter's full profile

Next Step

Contact us today to create or better manage your trust. You’ll be pleased you did.