Trust and Executorship Services

Protecting your assets via trusts

At AGS, we offer professional advice on passing on assets via tax-efficient means such as trusts.

A trust is an easy and effective way of putting aside assets for future beneficiaries – one that mitigates any Inheritance Tax (IHT) liabilities.

How can AGS help me set up a trust?

If you want your beneficiaries to actually benefit from what you have worked hard for, AGS is here to help. We will:

• Advise on the trust most suited to your needs
• Perform all the necessary work to set your chosen trust up
• Provide the full range of accounting services required.

We can also advise on the preparation of your will or review an existing will.

Placing your estate in safe hands

Winding up an estate can be a time-consuming exercise, particularly where someone has no experience of the process.

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.

For more information on setting up a tax-efficient trust or for a free consultation on any matter regarding your estate, contact AGS today.