Trusts and executorships

Trusts are purely and simply a very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net.

There’s a lot to take in. We can advise on the most suitable type of trust for your purposes, set up trusts, and provide a full range of accounting services for trusts. We can also advise you on the preparation of your will. Where appropriate, we can act as trustees or executors, breathing additional financial security into the lives of future generations.

Our integrated trusts & executorships services include:

• Considering all aspects of your financial situation
• Arranging administration
• Implementing tax efficient solutions
• Advising on types of trusts
• Assisting with the preparation of wills
• Advising on all aspects of estate planning

“The fact that Wellers can talk about such a complex issue as trusts without resorting to jargon is a considerable benefit to me. They seem to pitch it just right because they don’t dumb down their answers either. They give me the facts and options on which I can make informed decisions.”