Your Challenges

Trusts

» Your Challenges » Trusts

Trusts can be an extremely effective vehicle for setting aside assets for future beneficiaries, outside of the inheritance tax net.

They can also be useful for:

  • Providing funds for your children’s and grandchildren’s education, maintenance, etc.
  • Restricting access to property by future beneficiaries
  • Providing for people who are vulnerable, mentally or otherwise incapacitated

At Charterhouse, we can advise on the most suitable type of trust to suit your needs including setting up and administration of the trust.

Please get in touch to discuss the best option for you and your family.

Speak to one of the directors

or call us on 020 8863 4566

London & Counties, a nationwide supplier of office products, changed to Charterhouse Accountants 3 years ago and immediately noticed the difference in the service levels and attention to detail we received from them. They take an active year round interest in our business with timely reminders where required and their knowledge of HMRC rules and the allowances that can be taken advantage of are amazing. We would have no hesitation in recommending them to start ups or larger corporations alike whether based in the UK or abroad. Paul Milbourn Managing Director - London & Counties Office Supplies Ltd. I have been a client with Charterhouse for 15 years. In this time I have always received excellent service. The team at Charterhouse are always suggesting new ideas which suit my business and as a result of this I have benefitted from their innovative tax planning. If ever I have a query or concern it is dealt with quickly and efficiently either by the Partner in charge of my affairs or one of the excellent team of staff.
I have no reservations in recommending Charterhouse to anyone who asked. Sammi Bazini Direct Supplies Limited I’ve been using the company for nearly forty years and whether its straightforward accountancy work or complex tax planning advice I can only praise and highly recommend. There are certain business ventures that I have undertaken that would not have been successful without Charterhouse’s valued advice and input. Steve Soper Sopersport Limited I have been a client since November 2009 (I think). I am so glad that I switched to Charterhouse as I find the service to be exceptional. Micky Ackenson the partner in charge of my affairs is very responsive alongside the team that help with payroll, VAT and any other general enquiries. The main thing that I find is that nothing is ever a problem. If you don’t know the answer to something then it is researched and a qualified answer provided in a very short time frame. I feel that I am also always kept up to date about the best ways to manage my business which is one of the main reasons that I made the switch. I would have no hesitation to recommend Charterhouse and have actually done so already. Natalie Heilling Research Partners Charterhouse are my Accountants, supporting my IT and Networking Company for the past 4 years. They produce and submit my quarterly VAT returns and my annual accounts by accessing my Accounting software directly. They are very professional, trustworthy and reliable with prompt replies to any questions I ask. They also provide my payroll needs on an annual basis and file all returns. If you need peace of mind and reliable control, look no further! Kevin Williams KJW Limited What our clients say “ “