Trusts are a relatively easy and very tax-efficient way to set aside assets for future beneficiaries, in a way that falls outside the inheritance tax net.
AGS can advise on the most suitable type of trust for your purposes, set this up, and provide the full range of accounting services required.
We can also advise you on the preparation of your will or review an existing will.
Winding up an estate can be a time-consuming exercise, particularly where someone has no experience of the process. The services of our professional executors will help to ensure that the process of establishing and meeting liabilities – including inheritance tax – and distributing bequests is dealt with as quickly and efficiently as possible.
today for a free consultation
with one of our West Midlands tax advisers, and find out more about how AGS accountants can help you.