Trusts

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Trusts are an extremely useful instrument for tax planning purposes. They are particularly useful when holding shares in a private company. Or when they're part of a family financial tax plan. Or when they're put into place to provide future educational funds for your children.  

There are different types of trust, and each type receives a different tax treatment. This can therefore be adapted to many different purposes.

We help you take advantage of trusts for your tax and estate planning by determining which type of trust is best suited for your purposes, preparing the necessary documentation and advising the appropriate trustees.

Contact us today to discuss how Dunkley's can help you with all aspects of trust planning, set up and taxation.