At Wood Walton we are recognised by our clients as the preferred supplier of chartered accounting services and by our staff as an enjoyable and excellent environment in which to work

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Trusts

A Trust provides a valuable way of protecting the assets that you have accumulated for the benefit of others.

At Wood Walton we have extensive experience and are able to offer you specialist advice on trust formation, ensuring that all statutory requirements are met.

Obligations for trustees can often be onerous, so our assistance in trust administration will also be invaluable.

We maintain an electronic trust register to ensure trustees do comply with administrative duties in a timely manner. We also have a trustee company to act as an independent trustee of client trusts.

Our services also extend to:

Preparing and executing the vital documentation involved in trust formation
Attending to the special requirements involved in reporting for trusts
Attending the gifting process
Providing a minute keeping service.

Do contact us for more information. We would be delighted to assist you.