Trusts

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Protecting your financial future

Money management can be tough, and if you ever need somebody to do the job for you, establishing your own trust may be the best course of action. Our highly knowledgeable team are on-hand to support you while you consider your options.

Setting up a trust is a great way to protect your wealth and allow somebody else to handle your assets for you if you are ever unable to. Unfortunately, the process is often complex, so seeking support form experts if often the best course of action.

We will talk you through the legal aspects and requirements of a trust, meaning you won’t get caught out by any costly mistakes. Working in partnership with both you and your family, we will help to secure the best outcome possible for your financial future.

Estate planning can be a tricky and sensitive area, but it doesn’t have to be. We will write up your plans and ensure that you achieve the most financially beneficial outcome. Contact us today to find out about this service.

Related services

Personal Tax Compliance

Capital Gains Tax

Inheritance Tax

Tax Planning

Speak to An Expert

Arlene Large Rogers spencer

Arlene Large

Personal Tax Manager

“In the last 3 years nothing has been a chore for Rogers Spencer our accounts are in safe hands and they constantly offer useful advice and updates along the way. I can 100% recommend their services.”

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