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You benefit from our independence |
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Tax and trust law are complicated and professional advice should be sought |
Working with individual clients
Trusts
Many of our clients hold a substantial proportion of their assets in some
form of Trust. We are quite accustomed to the particular requirements of
each category of trust or settlement and work closely with Trustees and
their other professional advisers, helping them satisfy the increasingly
onerous duties being laid upon them by recent legislation. We will also be
happy to attend meetings of Trustees as required.
The Financial Services Authority does not regulate Trust advice.
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