Trusts & Executorships

Trusts can still be a very tax efficient way to set aside assets for future beneficiaries which are outside of the inheritance tax net. We can advise on the most suitable type of trust for your purposes and provide a full range of accounting services for trusts.

We can also advise you on the tax implications of the contents of your will and where appropriate, act as trustees or executors.

We can also assist with trust registration that is now compulsory for trusts that generate income.

Contact us today for further details.

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What our clients say…

Big or small, complex or simple, we can help you navigate through the world of tax and accountancy.
Our experience of acting for a wide range of longstanding clients across many different sectors enables us to help you, your business and your family.

Marc Smelt, Wealth Management Consultant & Partner at St James’s Place

“I have been very impressed with Jon and I have already referred him to some of my top clients who also have been extremely happy with the service he and his colleagues at Cleverdons Accountants have provided. I would recommend Jon and Cleverdons Accountants without hesitation even if his choice in football teams is appalling! His top qualities; expert, good value, high integrity.”

Michael Scrivener, Partner at St James's Place

“I've worked with Jon since 2000 both on a personal and professional basis. I have always found his work to be exemplary, going out of his way to find solutions to sometimes very complex issues. During this period I have also introduced a number of my clients to Jon for accounting / tax advice and have only ever heard positive feedback. I have no problem in recommending Jon and the rest of his team at Cleverdons. His top qualities; great results, personable, high integrity.”

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