Our Trust and Succession Planning services are designed to help clients remain compliant with tax regulations.

Trust and Succession Planning

Why is Trust and Succession Planning so popular and why is it an essential service for you?

Trusts are extremely popular business and investment arrangements. When trusts are structured properly, they can help to accommodate various objectives such as asset protection, tax efficiency, commercial flexibility and succession planning.

What are the potential issues that can arise without sufficient Trust and Succession Planning in place?

Risk of losing assets

Preserve and protect assets during your lifetime and plan ahead for the use of assets to benefit family members, friends and other charitable bodies.

Danger of higher tax liabilities

Minimise taxes on the transfer of assets to future generations and intended recipients

Lack of tailored advice and support

Develop estate plans which will reduce the impact of estate and gift taxes

How can we help you?

We can advise on the establishment, management and restructuring of trusts. We have extensive knowledge in setting up private trust companies, purpose trusts and foundations, all with the aim of helping you to remain compliant with tax regulations.

If you are interested in any of our services and would like to book a free consultation to discuss how we may be able to assist you, please contact Mike Conroy or Daniel Mould.

Mike Conroy

Mike Conroy
Qualifications: FCCA ACA CTA FFA FFTA
Position: Managing Director
Contact: mike.conroy@atcsolutions.com

Daniel Mould | Accountant

Daniel Mould
Qualifications: FCCA CMgr MCMI
Position: Practice Manager
Contact: daniel.mould@atcsolutions.com

Have a question?
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Testimonials

By working with ATC, we can stay in compliance with all tax regulations which enables us to focus on our workload.
Devreux Ltd Director