Trusts

Comprehensive Trust Management Services

At Cowley Holmes Accountants in Bedford, we bring our extensive chartered accountancy expertise to deliver specialised Private Trust Management Services. Our dedicated team of chartered accountants offers a full range of solutions designed to meet the specific needs of our clients.

Why Choose Cowley Holmes for Your Trust Management？

Our expertise in personal tax and corporate finance makes us a trusted partner for individuals and businesses alike. We provide strategic advice and effective management to ensure your trust aligns with your financial goals and complies with current regulations.

Comprehensive Services Offered

We cover a broad spectrum of services that encapsulate the essentials of trust management:
– Setting up and managing various types of trusts
– Detailed trust accounting and tax handling
– Regular updates on trust-related compliance and audit requirements

Tailored Advisory and Support

We understand the importance of bespoke services that cater to individual requirements. Our approach involves a detailed understanding of your objectives to provide personalised support, whether it’s for asset protection or tax planning. Our advisory services are moulded to offer clarity and direction, helping you make informed decisions.

Expertise in Trust Taxation

Managing the tax implications of trusts is a critical element of our services. We ensure that your trust structure is optimised for tax efficiency, considering all aspects like VAT, payroll, and inheritance implications.

Key Tax Services Include:

Tax Reduction Strategies

We apply our extensive knowledge to develop strategies that minimise tax liabilities within legal frameworks.

Keeping Up with the Latest Regulations

Stay informed about the latest changes in tax laws and how they can impact your trust’s financial health.

Trusts aren't just for the very wealthy.

Trusts can be used as part of a wealth protection strategy to protect assets as well as tax planning vehicles, particularly as part of inheritance tax planning.

We can advise on the setting up and running of...

• Discretionary trusts
• Accumulation and maintenance trusts for children
• Interest in possession trusts

We can deal with all trust accounting and tax matters on your behalf.

Next Step:

Please contact us if you need further advice, have any questions about our services, or would like a free consultation or a fixed quote.