Tax rules surrounding trusts are complex. Our specialists are highly experienced in these areas and can advise you on how to minimise your tax liabilities. Trusts are versatile structures which can help protect your wealth, ensure financial security for future generations and provide peace of mind that your assets will be managed in accordance with your wishes. The sooner we help you make these arrangements, the more you and your family can benefit from available tax planning opportunities.
Odiri Tax Consultants and Accountants offer a well rounded tax advisory and tax compliance service both to trustees or beneficiaries of an existing trust and to individuals wishing to set up a trust from our office in Peterborough.
Our services include:
We relieve trustees of the administrative burden associated with their trust’s affairs. Our friendly, approachable team has extensive experience in trust administration, tax and accounting, ensuring that your affairs are handled efficiently and effectively.
Family Investment Companies
We can also provide advice regarding Family Investment Companies. These are a popular alternative to Trusts as a means of multigenerational succession planning. Individual circumstances will be paramount when determining the most suitable course of action and at Odiri Tax Consultants, we can provide you with this advice.
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