Trusts and executorships

Trusts

Trusts are a very useful investment vehicle, for both tax planning purposes and family wealth protection and preservation. They are complicated structures and their tax treatment, in the last few years, has changed substantially.

The Horwath Clark Whitehill Private Clients team offer a full range of services from the creation of trusts right through to their eventual termination for both domestic and offshore trusts. The areas we can assist with are as follows:

establishing a trust
dealing with the trusts annual tax affairs
inheritance tax matters
providing the services of a trustee
preparation of annual accounts
full trust administration
termination of a trust
investment management (through HCW Financial Services).

Executorships

Planning for your family's future, especially for high net-worth individuals and those with their own businesses is something that we can help you with. Our trust services mentioned above will assist with lifetime planning but on death your estate will be distributed by Will or the laws of intestacy.

Our Private Clients team are able to provide guidance on the preparation of your Will and our partners can often act as an executor. Our services in this area include: