BWM are delighted to have been shortlisted as Accountancy Firm of the Year 2018 at the City of Liverpool Business... ...
Our trusts and family wealth protection department offers a full support service, giving both specialist tax advice and expertly dealing with the preparation of accounts for estates and for on-going trusts / family investment companies.
For many of our trust clients we specialise in dealing with all aspects of the day-to-day administration of trust.
We offer complete estate and inheritance planning advice and deal with all capital gains, tax, income tax and inheritance tax issues.
Trust and Family Investment Company accounts
We are experienced in preparing specifically tailored accounts for all types of estates, family investment companies and on-going trusts, ranging from the simplest to the most complex, including assistance with Court of Protection accounts.
In addition to our own client work, we also assist many solicitors with the preparation of accounts and annual tax returns on both simple and complex cases, and are considered very competitively priced.