Saturday 25 May 2013
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Clear & Lane Financial Services Limited

Trusts & Estate Administration

Trusts have been used for years to protect capital and save taxes.

With our close knowledge of your financial affairs, we are well placed to provide advice in this area and are a good alternative to solicitors for this type of work including:

  • Advice, creation and administration of Trusts
  • Advice on tax savings
  • Liaison with Inland Revenue
  • Acting as Executor
  • Acting as Trustee
  • Maintenance of books and records on behalf of Trustees
  • Preparation of Trust accounts
  • Preparation of Executor accounts
  • Life Interest Trusts
  • Discretionary Trusts

For further information about this area contact Jim Reece, Tax Partner on 0116 261 0061 or email jimreece@clearandlane.co.uk